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iShares MSCI USA Equal Weighted ETF

97 hedge funds and large institutions have $427M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2.49% less ownership

Funds ownership: 61.51%59.03% (-2.5%)

3% less funds holding

Funds holding: 10097 (-3)

9% less capital invested

Capital invested by funds: $467M → $427M (-$40.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
33
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Prudential plc
United Kingdom
-$364K -4,000 Closed
FTUS
102
Flow Traders U.S.
New York
-$263K -2,885 Closed
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
-$217K -2,408 Closed
PCIA
104
Prime Capital Investment Advisors
Kansas
-$206K -2,260 Closed
NS
105
NBC Securities
Alabama
-$41K -445 Closed
AssetMark Inc
106
AssetMark Inc
California
-$22.7K -250 Closed
IRC
107
Investors Research Corp
Georgia
-$18.5K -203 Closed
ACA
108
Aptus Capital Advisors
Alabama
-$13.9K -153 Closed
MG
109
Mather Group
Illinois
-$9.71K -115 Closed