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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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

45% more capital invested

Capital invested by funds: $84.4M → $123M (+$38.3M)

21% more funds holding

Funds holding: 2935 (+6)

9.56% more ownership

Funds ownership: 51.62%61.17% (+9.6%)

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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$47.1M +$23M +394,140 +97%
USAA
2
United Services Automobile Association
Texas
$17.7M
AWA
3
ARS Wealth Advisors
Florida
$16.7M +$2.1M +35,950 +15%
Bank of America
4
Bank of America
North Carolina
$7M +$43.4K +743 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$6M +$26.8K +458 +0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.09M -$550K -9,407 -10%
Jane Street
7
Jane Street
New York
$4.99M +$4.94M +84,607 New
LPL Financial
8
LPL Financial
California
$2.54M +$145K +2,488 +6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.91M -$71.2K -1,219 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.73M +$1.47M +25,200 +615%
NSB
11
Norway Savings Bank
Maine
$1.42M +$11.5K +197 +0.8%
Bessemer Group
12
Bessemer Group
New Jersey
$1.14M
MIAN
13
Mariner Independent Advisor Network
Kansas
$1.06M +$1.05M +18,025 New
AG
14
Advisor Group
Arizona
$950K -$237K -4,055 -20%
UBS Group
15
UBS Group
Switzerland
$861K -$34.6K -592 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$794K +$787K +13,463 New
EWM
17
Elmwood Wealth Management
California
$779K +$57.3K +980 +8%
FHC
18
First Heartland Consultants
Missouri
$719K -$16.1K -275 -2%
BFWA
19
Benchmark Financial Wealth Advisors
Florida
$687K +$681K +11,646 New
Wells Fargo
20
Wells Fargo
California
$545K +$82.1K +1,405 +18%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$497K +$493K +8,429 New
RCG
22
Ruggie Capital Group
Florida
$437K +$95.1K +1,627 +28%
MML Investors Services
23
MML Investors Services
Massachusetts
$420K -$6.78K -116 -2%
RWG
24
Regal Wealth Group
California
$413K +$58 +1 +0%
CBU
25
CIBC Bank USA
Illinois
$287K +$18.2K +312 +7%