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iShares MSCI USA Equal Weighted ETF

42 hedge funds and large institutions have $32.5M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5% less funds holding

Funds holding: 4442 (-2)

16.37% less ownership

Funds ownership: 29.54%13.17% (-16%)

70% less capital invested

Capital invested by funds: $107M → $32.5M (-$74.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
11
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.23M +$226K +3,832 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.61M +$4.57M +77,463 New
LWA
3
Lineweaver Wealth Advisors
Ohio
$2.04M +$2.58M +43,688 New
UBS Group
4
UBS Group
Switzerland
$1.92M +$1.72M +29,150 +241%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.76M +$2.22M +37,654 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.48M -$775K -13,144 -29%
LPL Financial
7
LPL Financial
California
$1.46M -$65.9K -1,118 -3%
JWBC
8
John W. Brooker & Co
California
$1.37M -$29.5K -501 -2%
Bank of America
9
Bank of America
North Carolina
$1.36M -$2.99M -50,741 -64%
NSB
10
Norway Savings Bank
Maine
$1.15M +$68.7K +1,165 +5%
FHC
11
First Heartland Consultants
Missouri
$953K +$12.7K +216 +1%
Bessemer Group
12
Bessemer Group
New Jersey
$905K
BFWA
13
Benchmark Financial Wealth Advisors
Florida
$840K +$3.6K +61 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$749K -$1.39M -23,548 -59%
CA
15
Cetera Advisors
Colorado
$702K +$610K +10,338 +219%
WMG
16
WESCAP Management Group
California
$687K +$870K +14,744 New
EWM
17
Elmwood Wealth Management
California
$668K +$295K +5,010 +70%
WDL
18
Well Done LLC
Michigan
$649K
SWM
19
SeaCrest Wealth Management
New York
$486K -$57.9K -982 -9%
JP Morgan Chase
20
JP Morgan Chase
New York
$441K +$41.4K +702 +8%
Citadel Advisors
21
Citadel Advisors
Florida
$403K +$510K +8,645 New
Wells Fargo
22
Wells Fargo
California
$304K -$517K -8,761 -57%
MML Investors Services
23
MML Investors Services
Massachusetts
$292K -$17.1K -290 -4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$260K
WAS
25
Wealth Advisory Solutions
Indiana
$233K -$1.59M -26,937 -84%