iShares MSCI USA Equal Weighted ETF
EUSA
20 hedge funds and large institutions have $60.3M invested in iShares MSCI USA Equal Weighted ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
55% more capital invested
Capital invested by funds: $38.9M → $60.3M (+$21.3M)
25% more funds holding
Funds holding: 16 → 20 (+4)
3.67% more ownership
Funds ownership: 41.13% → 44.8% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.55M |
| 3 |
Morgan Stanley
New York
|
+$1.5M |
| 4 |
Jane Street
New York
|
+$1.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$211K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$112K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$50.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.9K |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$197 |
EUSA Hedge Fund Activity: Q1 2017 in Review
20 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2017, worth a combined $60.3M — up 55% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EUSA positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $211K.
- 20 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2017, up from 16 in Q4 2016.
- Funds reported $60.3M of iShares MSCI USA Equal Weighted ETF stock for Q1 2017, up 55% quarter-over-quarter.
- 5 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $14.1M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2017 was Goldman Sachs, an estimated $211K sold.
Based on aggregated 13F filings for Q1 2017.