iShares MSCI USA Equal Weighted ETF
EUSA
45 hedge funds and large institutions have $82.2M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
25% more funds holding
Funds holding: 36 → 45 (+9)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30.26% less ownership
Funds ownership: 63.56% → 33.3% (-30%)
33% less capital invested
Capital invested by funds: $124M → $82.2M (-$41.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.75M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.53M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$59.8M |
| 2 |
JP Morgan Chase
New York
|
-$6.21M |
| 3 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$2.37M |
| 4 |
LPL Financial
San Diego,
California
|
-$993K |
| 5 |
SG Americas Securities
New York
|
-$472K |
EUSA Hedge Fund Activity: Q1 2019 in Review
45 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2019, worth a combined $82.2M — down 33% from $124M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EUSA positions and 1 closed out — a net gain of 9 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $4.75M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $59.8M.
- 45 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2019, up from 36 in Q4 2018.
- Funds reported $82.2M of iShares MSCI USA Equal Weighted ETF stock for Q1 2019, down 33% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2019 and 1 closed out, a net change of +9 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2019 was Credit Suisse, an estimated $4.75M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $59.8M sold.
Based on aggregated 13F filings for Q1 2019.