iShares MSCI USA Equal Weighted ETF
EUSA
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.
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: 1 → 2 (+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: 29 → 35 (+6)
9.56% more ownership
Funds ownership: 51.62% → 61.17% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$23M |
| 2 |
Jane Street
New York
|
+$4.94M |
| 3 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$2.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$550K |
| 2 |
VF
Virtu Financial
New York
|
-$389K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$237K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$121K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$71.2K |
EUSA Hedge Fund Activity: Q3 2018 in Review
35 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q3 2018, worth a combined $123M — up 45% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EUSA positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $23M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $550K.
- 35 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q3 2018, up from 29 in Q2 2018.
- Funds reported $123M of iShares MSCI USA Equal Weighted ETF stock for Q3 2018, up 45% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q3 2018 and 3 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q3 2018 was Carson Wealth (CWM LLC), an estimated $23M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $550K sold.
Based on aggregated 13F filings for Q3 2018.