iShares MSCI USA Equal Weighted ETF
EUSA
16 hedge funds and large institutions have $38.9M invested in iShares MSCI USA Equal Weighted ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
60% more capital invested
Capital invested by funds: $24.4M → $38.9M (+$14.6M)
14% more funds holding
Funds holding: 14 → 16 (+2)
8% more ownership
Funds ownership: 33.13% → 41.13% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWG
Regal Wealth Group
Seal Beach,
California
|
+$8.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.83M |
| 3 |
LPL Financial
San Diego,
California
|
+$760K |
| 4 |
Morgan Stanley
New York
|
+$655K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$405K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$94.8K |
| 3 |
Goldman Sachs
New York
|
-$92.6K |
EUSA Hedge Fund Activity: Q4 2016 in Review
16 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2016, worth a combined $38.9M — up 60% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EUSA positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Regal Wealth Group, opening a new position worth an estimated $8.14M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $405K sold.
- 16 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2016, up from 14 in Q3 2016.
- Funds reported $38.9M of iShares MSCI USA Equal Weighted ETF stock for Q4 2016, up 60% quarter-over-quarter.
- 3 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2016 and 1 closed out, a net change of +2 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2016 was Regal Wealth Group, an estimated $8.14M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $405K sold.
Based on aggregated 13F filings for Q4 2016.