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iShares MSCI USA Equal Weighted ETF

14 hedge funds and large institutions have $9.24M invested in iShares MSCI USA Equal Weighted ETF in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

4.5% less ownership

Funds ownership: 21.36%16.86% (-4.5%)

8% less capital invested

Capital invested by funds: $10M → $9.24M (-$768K)

13% less funds holding

Funds holding: 1614 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change

EUSA Hedge Fund Activity: Q2 2016 in Review

14 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2016, worth a combined $9.24M — down 7.7% from $10M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EUSA and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $1.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.16M sold.

  • 14 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2016, down from 16 in Q1 2016.
  • Funds reported $9.24M of iShares MSCI USA Equal Weighted ETF stock for Q2 2016, down 7.7% quarter-over-quarter.
  • 2 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2016 and 4 closed out, a net change of -2 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2016 was Morgan Stanley, an estimated $1.94M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2016 was Citadel Advisors, an estimated $3.16M sold.

Based on aggregated 13F filings for Q2 2016.