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iShares MSCI USA Equal Weighted ETF

35 hedge funds and large institutions have $123M invested in iShares MSCI USA Equal Weighted ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$47.1M 798,668 +394,140 +97%
USAA
2
United Services Automobile Association
Texas
$17.7M 300,000
AWA
3
ARS Wealth Advisors
Florida
$16.7M 282,411 +35,950 +15%
Bank of America
4
Bank of America
North Carolina
$7.01M 118,805 +743 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$6M 101,766 +458 +0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.1M 86,412 -9,407 -10%
Jane Street
7
Jane Street
New York
$4.99M 84,607 +84,607 New
LPL Financial
8
LPL Financial
California
$2.54M 43,105 +2,488 +6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.91M 32,410 -1,219 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.73M 29,300 +25,200 +615%
NSB
11
Norway Savings Bank
Maine
$1.42M 24,121 +197 +0.8%
Bessemer Group
12
Bessemer Group
New Jersey
$1.14M 19,400
MIAN
13
Mariner Independent Advisor Network
Kansas
$1.06M 18,025 +18,025 New
AG
14
Advisor Group
Arizona
$950K 16,101 -4,055 -20%
UBS Group
15
UBS Group
Switzerland
$861K 14,611 -592 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$794K 13,463 +13,463 New
EWM
17
Elmwood Wealth Management
California
$779K 13,215 +980 +8%
FHC
18
First Heartland Consultants
Missouri
$719K 12,197 -275 -2%
BFWA
19
Benchmark Financial Wealth Advisors
Florida
$687K 11,646 +11,646 New
Wells Fargo
20
Wells Fargo
California
$545K 9,239 +1,405 +18%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$497K 8,429 +8,429 New
RCG
22
Ruggie Capital Group
Florida
$437K 7,418 +1,627 +28%
MML Investors Services
23
MML Investors Services
Massachusetts
$420K 7,120 -116 -2%
RWG
24
Regal Wealth Group
California
$413K 7,009 +1 +0%
CBU
25
CIBC Bank USA
Illinois
$287K 4,859 +312 +7%