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iShares MSCI USA Equal Weighted ETF

39 hedge funds and large institutions have $97.1M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $102M → $97.1M (-$5.43M)

5.36% less ownership

Funds ownership: 36.34%30.98% (-5.4%)

7% less funds holding

Funds holding: 4239 (-3)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
ARS Wealth Advisors
Florida
$20.8M +$1.15M +19,412 +6%
Victory Capital Management
2
Victory Capital Management
Texas
$17.9M
USAA
3
United Services Automobile Association
Texas
$17.9M
Morgan Stanley
4
Morgan Stanley
New York
$7.43M -$138K -2,329 -2%
Bank of America
5
Bank of America
North Carolina
$6.41M -$959K -16,181 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.52M +$421K +7,107 +20%
Ameriprise
7
Ameriprise
Minnesota
$2.32M -$155K -2,623 -6%
OWA
8
Outlook Wealth Advisors
Texas
$2.17M -$25.5K -431 -1%
Jane Street
9
Jane Street
New York
$2.17M +$1.02M +17,276 +90%
LPL Financial
10
LPL Financial
California
$1.78M +$50.2K +847 +3%
SWM
11
SeaCrest Wealth Management
New York
$1.76M -$1.5M -25,276 -46%
NSB
12
Norway Savings Bank
Maine
$1.43M +$5.92K +100 +0.4%
AG
13
Advisor Group
Arizona
$1.2M -$25.8K -436 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.2M -$12.1K -204 -1%
Bessemer Group
15
Bessemer Group
New Jersey
$1.16M
FHC
16
First Heartland Consultants
Missouri
$1.11M +$25.4K +429 +2%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$1.07M +$21.4K +362 +2%
Wells Fargo
18
Wells Fargo
California
$953K +$465K +7,850 +97%
WDL
19
Well Done LLC
Michigan
$830K -$773K -13,050 -48%
UBS Group
20
UBS Group
Switzerland
$798K -$554K -9,345 -41%
MIAN
21
Mariner Independent Advisor Network
Kansas
$633K -$7.7K -130 -1%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$503K
CBU
23
CIBC Bank USA
Illinois
$453K -$9.3K -157 -2%
RCG
24
Ruggie Capital Group
Florida
$405K +$402K +6,784 New
MML Investors Services
25
MML Investors Services
Massachusetts
$396K -$3.08K -52 -0.8%