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iShares MSCI USA Equal Weighted ETF

42 hedge funds and large institutions have $102M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $82.2M → $102M (+$20.2M)

3.04% more ownership

Funds ownership: 33.3%36.34% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

7% less funds holding

Funds holding: 4542 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
ARS Wealth Advisors
Florida
$19.5M +$1.42M +24,321 +8%
USAA
2
United Services Automobile Association
Texas
$17.8M
Victory Capital Management
3
Victory Capital Management
Texas
$17.8M +$17.5M +300,000 New
Morgan Stanley
4
Morgan Stanley
New York
$7.53M +$834K +14,321 +13%
Bank of America
5
Bank of America
North Carolina
$7.34M -$602K -10,341 -8%
SWM
6
SeaCrest Wealth Management
New York
$3.25M -$821K -14,084 -20%
CS
7
Credit Suisse
Switzerland
$2.69M -$2.36M -40,505 -47%
Ameriprise
8
Ameriprise
Minnesota
$2.46M +$331K +5,689 +16%
OWA
9
Outlook Wealth Advisors
Texas
$2.19M +$676K +11,601 +46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.09M -$57.7K -991 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$1.8M -$203K -3,480 -10%
LPL Financial
12
LPL Financial
California
$1.73M +$203K +3,484 +14%
WDL
13
Well Done LLC
Michigan
$1.6M +$1.57M +26,970 New
NSB
14
Norway Savings Bank
Maine
$1.42M -$5.71K -98 -0.4%
UBS Group
15
UBS Group
Switzerland
$1.35M +$517K +8,870 +64%
AG
16
Advisor Group
Arizona
$1.22M +$221K +3,794 +23%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.21M +$40.4K +694 +4%
Bessemer Group
18
Bessemer Group
New Jersey
$1.15M
Jane Street
19
Jane Street
New York
$1.13M +$900K +15,443 +423%
FHC
20
First Heartland Consultants
Missouri
$1.08M +$134K +2,305 +15%
BFWA
21
Benchmark Financial Wealth Advisors
Florida
$1.04M -$3.32K -57 -0.3%
MIAN
22
Mariner Independent Advisor Network
Kansas
$651K -$74.2K -1,273 -10%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$500K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$499K -$34.1K -585 -7%
Wells Fargo
25
Wells Fargo
California
$483K -$1.78M -30,498 -79%