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iShares MSCI USA Equal Weighted ETF

100 hedge funds and large institutions have $467M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $399M → $467M (+$68.3M)

12% more funds holding

Funds holding: 89100 (+11)

1.11% less ownership

Funds ownership: 62.63%61.51% (-1.1%)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
17
Increased
41
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
Aspiriant LLC
California
-$289K -3,422 Closed
ASN
102
Advisory Services Network
Georgia
-$127K -1,505 Closed
HCA
103
Heck Capital Advisors
Wisconsin
-$3.88K -46 Closed
IPW
104
Impact Partnership Wealth
Georgia
-$1.77K -21 Closed

EUSA Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2024, worth a combined $467M — up 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EUSA positions and 4 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Henshaw Capital, opening a new position worth an estimated $48.7M. The largest seller was Morgan Stanley, cutting an estimated $45.8M.

  • 100 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $467M of iShares MSCI USA Equal Weighted ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 17 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2024 and 4 closed out, a net change of +13 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2024 was Henshaw Capital, an estimated $48.7M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2024.