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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4242 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.2M +$19M +353,699 New
DADC
2
D.A. Davidson & Co
Montana
$20M +$18.7M +348,618 New
Morgan Stanley
3
Morgan Stanley
New York
$9.61M +$1.84M +34,201 +26%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.35M +$863K +16,043 +21%
Wells Fargo
5
Wells Fargo
California
$3.3M +$2.75M +51,213 +787%
IF
6
Ironwood Financial
Arizona
$2.96M +$2.78M +51,762 New
Bank of America
7
Bank of America
North Carolina
$2.47M +$753K +14,012 +48%
UBS Group
8
UBS Group
Switzerland
$2.09M -$253K -4,710 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.99M -$154K -2,870 -8%
LPL Financial
10
LPL Financial
California
$1.77M -$18.2K -338 -1%
CPO
11
Cerity Partners OCIO
New York
$1.67M +$1.3M +24,197 +491%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.63M -$177K -3,289 -10%
NSB
13
Norway Savings Bank
Maine
$1.53M +$111K +2,068 +8%
DIA
14
Davidson Investment Advisors
Montana
$1.34M +$1.26M +23,495 New
JWBC
15
John W. Brooker & Co
California
$1.32M -$333K -6,196 -21%
CA
16
Cetera Advisors
Colorado
$1.29M +$401K +7,458 +50%
Citadel Advisors
17
Citadel Advisors
Florida
$1.27M +$732K +13,606 +157%
FHC
18
First Heartland Consultants
Missouri
$1.17M +$2.85K +53 +0.3%
Bessemer Group
19
Bessemer Group
New Jersey
$1.11M
WMG
20
WESCAP Management Group
California
$730K -$106K -1,976 -13%
Ameriprise
21
Ameriprise
Minnesota
$729K -$178K -3,309 -21%
BFWA
22
Benchmark Financial Wealth Advisors
Florida
$485K -$513K -9,543 -53%
EWM
23
Elmwood Wealth Management
California
$375K -$300K -5,581 -46%
WAS
24
Wealth Advisory Solutions
Indiana
$344K +$54.5K +1,013 +20%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$301K +$230K +4,270 +430%