iShares MSCI USA Equal Weighted ETF
EUSA
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.
167% more capital invested
Capital invested by funds: $32.5M → $86.8M (+$54.3M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
28.35% more ownership
Funds ownership: 13.17% → 41.52% (+28%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$18.7M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$2.78M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 5 |
Morgan Stanley
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$2.04M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
-$649K |
| 3 |
BFWA
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
-$513K |
| 4 |
JP Morgan Chase
New York
|
-$466K |
| 5 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$333K |
EUSA Hedge Fund Activity: Q2 2020 in Review
42 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2020, worth a combined $86.8M — up 167% from $32.5M a quarter earlier.
Fund positioning in EUSA was balanced in Q2 2020: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $19M. The largest seller was Lineweaver Wealth Advisors, exiting entirely with an estimated $2.04M sold.
- 42 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $86.8M of iShares MSCI USA Equal Weighted ETF stock for Q2 2020, up 167% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2020 and 8 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $19M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2020 was Lineweaver Wealth Advisors, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2020.