We are live on ! Find out more
EUSA icon

iShares MSCI USA Equal Weighted ETF

36 hedge funds and large institutions have $124M invested in iShares MSCI USA Equal Weighted ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3536 (+1)

2.39% more ownership

Funds ownership: 61.17%63.56% (+2.4%)

1% more capital invested

Capital invested by funds: $123M → $124M (+$886K)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
6
Closed
5
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
$53.9M +$15.4M +283,930 +36%
USAA
2
United Services Automobile Association
Texas
$15M
AWA
3
ARS Wealth Advisors
Florida
$14.4M +$344K +6,339 +2%
Bank of America
4
Bank of America
North Carolina
$6.68M +$834K +15,351 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.75M +$6.17M +113,578 +5,679%
Morgan Stanley
6
Morgan Stanley
New York
$5.65M +$637K +11,715 +12%
SWM
7
SeaCrest Wealth Management
New York
$3.4M +$3.62M +66,700 +4,184%
RCG
8
Ruggie Capital Group
Florida
$2.47M +$2.3M +42,257 +570%
LPL Financial
9
LPL Financial
California
$2.17M +$23.5K +433 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.38M -$3.19M -58,760 -68%
NSB
11
Norway Savings Bank
Maine
$1.17M -$33.4K -615 -3%
UBS Group
12
UBS Group
Switzerland
$1.08M +$380K +7,000 +48%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1M -$665K -12,237 -38%
Ameriprise
14
Ameriprise
Minnesota
$988K +$1.08M +19,854 New
Bessemer Group
15
Bessemer Group
New Jersey
$966K
BFWA
16
Benchmark Financial Wealth Advisors
Florida
$861K +$307K +5,656 +49%
AG
17
Advisor Group
Arizona
$807K +$6.36K +117 +0.7%
FHC
18
First Heartland Consultants
Missouri
$755K +$161K +2,966 +24%
MIAN
19
Mariner Independent Advisor Network
Kansas
$747K -$207K -3,810 -21%
EWM
20
Elmwood Wealth Management
California
$720K +$67.9K +1,250 +9%
Wells Fargo
21
Wells Fargo
California
$545K +$92.8K +1,708 +18%
SG Americas Securities
22
SG Americas Securities
New York
$472K +$515K +9,478 New
Jane Street
23
Jane Street
New York
$454K -$4.1M -75,478 -89%
Citadel Advisors
24
Citadel Advisors
Florida
$454K +$496K +9,126 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$420K