iShares MSCI USA Equal Weighted ETF
EUSA
44 hedge funds and large institutions have $107M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
13% more funds holding
Funds holding: 39 → 44 (+5)
10% more capital invested
Capital invested by funds: $97.1M → $107M (+$9.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.44% less ownership
Funds ownership: 30.98% → 29.54% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$1.06M |
| 2 |
JP Morgan Chase
New York
|
+$490K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$348K |
| 4 |
Morgan Stanley
New York
|
+$321K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.7M |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$1.11M |
| 3 |
Jane Street
New York
|
-$1.07M |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$405K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$79.8K |
EUSA Hedge Fund Activity: Q4 2019 in Review
44 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2019, worth a combined $107M — up 10% from $97.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EUSA positions and 2 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was ARS Wealth Advisors, adding an estimated $1.06M. The largest seller was Bank of America, cutting an estimated $1.7M.
- 44 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2019, up from 39 in Q3 2019.
- Funds reported $107M of iShares MSCI USA Equal Weighted ETF stock for Q4 2019, up 10% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2019 and 2 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2019 was ARS Wealth Advisors, an estimated $1.06M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2019 was Bank of America, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2019.