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iShares MSCI USA Equal Weighted ETF

28 hedge funds and large institutions have $63.2M invested in iShares MSCI USA Equal Weighted ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

2% more capital invested

Capital invested by funds: $62.2M → $63.2M (+$994K)

2.6% less ownership

Funds ownership: 46.72%44.12% (-2.6%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$16.5M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.56M +$4.71M +83,388 +92%
AWA
3
ARS Wealth Advisors
Florida
$8.87M +$4.12M +73,045 +83%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.4M +$5.06M +89,615 +338%
Morgan Stanley
5
Morgan Stanley
New York
$5.49M -$682K -12,095 -11%
Bank of America
6
Bank of America
North Carolina
$4.44M -$134K -2,379 -3%
LPL Financial
7
LPL Financial
California
$2.38M -$284K -5,037 -10%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.85M +$189K +3,355 +11%
NSB
9
Norway Savings Bank
Maine
$1.25M +$213K +3,768 +20%
CS
10
Credit Suisse
Switzerland
$1.12M -$5.75M -101,983 -83%
AG
11
Advisor Group
Arizona
$935K +$496K +8,791 +107%
UBS Group
12
UBS Group
Switzerland
$804K -$374K -6,630 -31%
EWM
13
Elmwood Wealth Management
California
$668K +$684K +12,125 New
FHC
14
First Heartland Consultants
Missouri
$605K -$8.24K -146 -1%
RWG
15
Regal Wealth Group
California
$386K +$113 +2 +0%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$376K +$385K +6,817 New
Wells Fargo
17
Wells Fargo
California
$370K -$285K -5,047 -43%
MML Investors Services
18
MML Investors Services
Massachusetts
$359K -$25.4K -450 -6%
CBU
19
CIBC Bank USA
Illinois
$250K -$201K -3,567 -44%
AIP
20
Almanack Investment Partners
Pennsylvania
$117K +$121K +2,147 New
IIC
21
Integrated Investment Consultants
Michigan
$105K +$108K +1,913 New
SWP
22
Stratos Wealth Partners
Ohio
$101K +$903 +16 +0.9%
OIA
23
Optimum Investment Advisors
Illinois
$96K +$98.7K +1,750 New
SWM
24
SeaCrest Wealth Management
New York
$88K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16K -$24K -425 -60%