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iShares MSCI USA Equal Weighted ETF

14 hedge funds and large institutions have $6.46M invested in iShares MSCI USA Equal Weighted ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1414 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3.97% less ownership

Funds ownership: 19.33%15.36% (-4%)

25% less capital invested

Capital invested by funds: $8.61M → $6.46M (-$2.15M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change

EUSA Hedge Fund Activity: Q4 2015 in Review

14 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2015, worth a combined $6.46M — down 25% from $8.61M a quarter earlier.

Fund positioning in EUSA was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.29M. The largest seller was Zurich Cantonal Bank, exiting entirely with an estimated $2.48M sold.

  • 14 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $6.46M of iShares MSCI USA Equal Weighted ETF stock for Q4 2015, down 25% quarter-over-quarter.
  • 3 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2015 was LPL Financial, an estimated $1.29M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2015 was Zurich Cantonal Bank, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2015.