iShares MSCI USA Equal Weighted ETF
EUSA
29 hedge funds and large institutions have $84.4M invested in iShares MSCI USA Equal Weighted ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
34% more capital invested
Capital invested by funds: $63.2M → $84.4M (+$21.2M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7.49% more ownership
Funds ownership: 44.12% → 51.62% (+7.5%)
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13M |
| 2 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$4.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.1M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.09M |
| 5 |
VF
Virtu Financial
New York
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.14M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152K |
| 4 |
LPL Financial
San Diego,
California
|
-$142K |
| 5 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$105K |
EUSA Hedge Fund Activity: Q2 2018 in Review
29 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2018, worth a combined $84.4M — up 34% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EUSA positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.14M.
- 29 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2018, up from 28 in Q1 2018.
- Funds reported $84.4M of iShares MSCI USA Equal Weighted ETF stock for Q2 2018, up 34% quarter-over-quarter.
- 5 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2018 and 4 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2018 was Carson Wealth (CWM LLC), an estimated $13M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2018 was Raymond James Financial Services Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2018.