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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3944 (+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: 11 (0)

1.44% less ownership

Funds ownership: 30.98%29.54% (-1.4%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
ARS Wealth Advisors
Florida
$23.4M +$1.06M +17,222 +5%
Victory Capital Management
2
Victory Capital Management
Texas
$19.2M
USAA
3
United Services Automobile Association
Texas
$19.2M
Morgan Stanley
4
Morgan Stanley
New York
$8.3M +$321K +5,226 +4%
Bank of America
5
Bank of America
North Carolina
$5.11M -$1.7M -27,724 -26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.87M +$160K +2,602 +6%
Ameriprise
7
Ameriprise
Minnesota
$2.53M +$41.1K +670 +2%
OWA
8
Outlook Wealth Advisors
Texas
$2.49M +$153K +2,489 +7%
LPL Financial
9
LPL Financial
California
$2.07M +$152K +2,478 +8%
WAS
10
Wealth Advisory Solutions
Indiana
$2.04M +$1.96M +31,938 New
JWBC
11
John W. Brooker & Co
California
$1.91M +$1.83M +29,790 New
NSB
12
Norway Savings Bank
Maine
$1.5M -$32.1K -523 -2%
FHC
13
First Heartland Consultants
Missouri
$1.29M +$99K +1,614 +9%
AG
14
Advisor Group
Arizona
$1.29M +$184 +3 +0%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.27M -$12.1K -197 -1%
Bessemer Group
16
Bessemer Group
New Jersey
$1.24M
Jane Street
17
Jane Street
New York
$1.21M -$1.07M -17,433 -48%
BFWA
18
Benchmark Financial Wealth Advisors
Florida
$1.15M +$2.76K +45 +0.3%
Wells Fargo
19
Wells Fargo
California
$977K -$44K -717 -4%
WDL
20
Well Done LLC
Michigan
$890K
UBS Group
21
UBS Group
Switzerland
$773K -$79.8K -1,300 -10%
SWM
22
SeaCrest Wealth Management
New York
$730K -$1.11M -18,105 -61%
MIAN
23
Mariner Independent Advisor Network
Kansas
$693K +$2.76K +45 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$560K +$490K +7,986 +1,037%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$539K