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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2829 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$22.8M +$13M +230,942 +133%
USAA
2
United Services Automobile Association
Texas
$16.9M
AWA
3
ARS Wealth Advisors
Florida
$13.9M +$4.79M +85,424 +53%
Bank of America
4
Bank of America
North Carolina
$6.66M +$2.1M +37,398 +46%
Morgan Stanley
5
Morgan Stanley
New York
$5.71M +$91.2K +1,627 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.41M -$1.14M -20,348 -18%
LPL Financial
7
LPL Financial
California
$2.29M -$142K -2,524 -6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.85M
NSB
9
Norway Savings Bank
Maine
$1.35M +$64.1K +1,143 +5%
AG
10
Advisor Group
Arizona
$1.14M +$178K +3,176 +19%
Bessemer Group
11
Bessemer Group
New Jersey
$1.09M +$1.09M +19,400 New
UBS Group
12
UBS Group
Switzerland
$858K +$34.3K +612 +4%
FHC
13
First Heartland Consultants
Missouri
$704K +$83.7K +1,493 +14%
EWM
14
Elmwood Wealth Management
California
$690K +$6.17K +110 +0.9%
Wells Fargo
15
Wells Fargo
California
$441K +$62.4K +1,113 +17%
MML Investors Services
16
MML Investors Services
Massachusetts
$408K +$39.8K +709 +11%
RWG
17
Regal Wealth Group
California
$395K
VF
18
Virtu Financial
New York
$389K +$387K +6,892 New
RCG
19
Ruggie Capital Group
Florida
$327K +$325K +5,791 New
CBU
20
CIBC Bank USA
Illinois
$256K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$231K -$152K -2,717 -40%
OIA
22
Optimum Investment Advisors
Illinois
$174K +$75.1K +1,340 +77%
AIP
23
Almanack Investment Partners
Pennsylvania
$121K
JP Morgan Chase
24
JP Morgan Chase
New York
$113K +$112K +2,000 New
SWM
25
SeaCrest Wealth Management
New York
$90K