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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

25% more funds holding

Funds holding: 3645 (+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: 11 (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)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
ARS Wealth Advisors
Florida
$17.5M +$879K +15,877 +5%
USAA
2
United Services Automobile Association
Texas
$17.2M
Bank of America
3
Bank of America
North Carolina
$7.69M -$5.04K -91 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$6.46M -$48.3K -873 -0.8%
CS
5
Credit Suisse
Switzerland
$4.93M +$4.75M +85,903 New
SWM
6
SeaCrest Wealth Management
New York
$3.95M +$32.2K +582 +0.9%
Wells Fargo
7
Wells Fargo
California
$2.22M +$1.53M +27,683 +253%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.08M +$472K +8,529 +31%
Ameriprise
9
Ameriprise
Minnesota
$2.06M +$886K +16,010 +81%
Citadel Advisors
10
Citadel Advisors
Florida
$1.94M +$1.37M +24,666 +270%
LPL Financial
11
LPL Financial
California
$1.47M -$993K -17,935 -41%
OWA
12
Outlook Wealth Advisors
Texas
$1.45M +$1.4M +25,252 New
NSB
13
Norway Savings Bank
Maine
$1.38M +$26.7K +482 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.13M -$30.4K -549 -3%
Bessemer Group
15
Bessemer Group
New Jersey
$1.11M
BFWA
16
Benchmark Financial Wealth Advisors
Florida
$1.01M +$17.2K +310 +2%
AG
17
Advisor Group
Arizona
$963K +$31.6K +571 +4%
FHC
18
First Heartland Consultants
Missouri
$911K +$39.4K +711 +5%
UBS Group
19
UBS Group
Switzerland
$795K -$429K -7,746 -36%
MIAN
20
Mariner Independent Advisor Network
Kansas
$706K -$112K -2,027 -14%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$656K +$633K +11,431 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$516K +$498K +8,995 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$483K
CBU
24
CIBC Bank USA
Illinois
$445K
RWG
25
Regal Wealth Group
California
$405K +$1.38K +25 +0.4%