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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

42 hedge funds and large institutions have $86.8M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.2M
2
DADC
2
D.A. Davidson & Co
Montana
$20M
3
IF
3
Ironwood Financial
Arizona
$2.96M
4
Wells Fargo
4
Wells Fargo
California
$3.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.61M

Top Sellers

1
LWA
1
Lineweaver Wealth Advisors
Ohio
$0
2
WDL
2
Well Done LLC
Michigan
$0
3
BFWA
3
Benchmark Financial Wealth Advisors
Florida
$485K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45K
5
JWBC
5
John W. Brooker & Co
California
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.2M 353,699 +353,699 New
DADC
2
D.A. Davidson & Co
Montana
$20M 348,618 +348,618 New
Morgan Stanley
3
Morgan Stanley
New York
$9.61M 167,859 +34,201 +26%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.35M 93,506 +16,043 +21%
Wells Fargo
5
Wells Fargo
California
$3.3M 57,717 +51,213 +787%
IF
6
Ironwood Financial
Arizona
$2.96M 51,762 +51,762 New
Bank of America
7
Bank of America
North Carolina
$2.47M 43,090 +14,012 +48%
UBS Group
8
UBS Group
Switzerland
$2.09M 36,530 -4,710 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.99M 34,784 -2,870 -8%
LPL Financial
10
LPL Financial
California
$1.77M 30,956 -338 -1%
CPO
11
Cerity Partners OCIO
New York
$1.67M 29,125 +24,197 +491%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.63M 28,466 -3,289 -10%
NSB
13
Norway Savings Bank
Maine
$1.53M 26,700 +2,068 +8%
DIA
14
Davidson Investment Advisors
Montana
$1.35M 23,495 +23,495 New
JWBC
15
John W. Brooker & Co
California
$1.32M 23,093 -6,196 -21%
CA
16
Cetera Advisors
Colorado
$1.29M 22,517 +7,458 +50%
Citadel Advisors
17
Citadel Advisors
Florida
$1.27M 22,251 +13,606 +157%
FHC
18
First Heartland Consultants
Missouri
$1.17M 20,491 +53 +0.3%
Bessemer Group
19
Bessemer Group
New Jersey
$1.11M 19,400 – –
WMG
20
WESCAP Management Group
California
$730K 12,768 -1,976 -13%
Ameriprise
21
Ameriprise
Minnesota
$729K 12,743 -3,309 -21%
BFWA
22
Benchmark Financial Wealth Advisors
Florida
$485K 8,480 -9,543 -53%
EWM
23
Elmwood Wealth Management
California
$375K 6,544 -5,581 -46%
WAS
24
Wealth Advisory Solutions
Indiana
$344K 6,014 +1,013 +20%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$301K 5,264 +4,270 +430%
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