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iShares MSCI USA Equal Weighted ETF

25 hedge funds and large institutions have $70.6M invested in iShares MSCI USA Equal Weighted ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

25% more funds holding

Funds holding: 2025 (+5)

17% more capital invested

Capital invested by funds: $60.3M → $70.6M (+$10.4M)

8.51% more ownership

Funds ownership: 44.8%53.31% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$16.9M +$1.15M +22,890 +7%
USAA
2
United Services Automobile Association
Texas
$15.3M
RWG
3
Regal Wealth Group
California
$9.16M +$103K +2,048 +1%
Morgan Stanley
4
Morgan Stanley
New York
$5.98M +$746K +14,805 +14%
Bank of America
5
Bank of America
North Carolina
$5.41M +$39.4K +781 +0.7%
PCIG
6
Partners Capital Investment Group
Massachusetts
$3.2M +$3.17M +62,808 New
State Street
7
State Street
Massachusetts
$3M +$2.96M +58,800 New
LPL Financial
8
LPL Financial
California
$2.42M +$274K +5,431 +13%
Goldman Sachs
9
Goldman Sachs
New York
$2.15M +$1.55M +30,730 +270%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.64M +$29.8K +591 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.37M -$7.36K -146 -0.5%
UBS Group
12
UBS Group
Switzerland
$1.05M -$173K -3,437 -14%
NSB
13
Norway Savings Bank
Maine
$858K +$67K +1,330 +9%
Wells Fargo
14
Wells Fargo
California
$575K -$139K -2,757 -20%
FHC
15
First Heartland Consultants
Missouri
$519K +$22K +436 +4%
AIP
16
Almanack Investment Partners
Pennsylvania
$300K +$297K +5,890 New
MML Investors Services
17
MML Investors Services
Massachusetts
$268K +$265K +5,254 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$238K -$680K -13,490 -74%
CS
19
Credit Suisse
Switzerland
$238K +$236K +4,675 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$66K +$65.3K +1,296 New
GWM
21
Geneos Wealth Management
Colorado
$13K
AG
22
Advisor Group
Arizona
$6K +$6.15K +122 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K +$4.99K +99 +4,950%
BlackRock
24
BlackRock
New York
$1K
Jane Street
25
Jane Street
New York
-$1.07M -21,385 Closed