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iShares MSCI USA Equal Weighted ETF

44 hedge funds and large institutions have $89.1M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 4244 (+2)

3% more capital invested

Capital invested by funds: $86.8M → $89.1M (+$2.25M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.03% less ownership

Funds ownership: 41.52%40.49% (-1%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.9M +$328K +5,411 +2%
DADC
2
D.A. Davidson & Co
Montana
$21.4M +$89.4K +1,474 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M +$155K +2,560 +2%
IF
4
Ironwood Financial
Arizona
$4.04M +$870K +14,333 +28%
Wells Fargo
5
Wells Fargo
California
$3.67M +$147K +2,420 +4%
Citadel Advisors
6
Citadel Advisors
Florida
$2.51M +$1.14M +18,825 +85%
Bank of America
7
Bank of America
North Carolina
$2.31M -$315K -5,192 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.01M -$110K -1,813 -5%
DIA
9
Davidson Investment Advisors
Montana
$1.99M +$555K +9,140 +39%
UBS Group
10
UBS Group
Switzerland
$1.9M -$332K -5,465 -15%
LPL Financial
11
LPL Financial
California
$1.83M -$60.9K -1,003 -3%
NSB
12
Norway Savings Bank
Maine
$1.63M -$910 -15 -0.1%
CPO
13
Cerity Partners OCIO
New York
$1.55M -$231K -3,811 -13%
CA
14
Cetera Advisors
Colorado
$1.41M +$33.9K +559 +2%
JWBC
15
John W. Brooker & Co
California
$1.39M -$23.5K -387 -2%
FHC
16
First Heartland Consultants
Missouri
$1.27M +$18.1K +299 +1%
Bessemer Group
17
Bessemer Group
New Jersey
$1.19M
WMG
18
WESCAP Management Group
California
$779K
SWM
19
SeaCrest Wealth Management
New York
$741K +$470K +7,750 +177%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$691K -$4.99M -82,198 -88%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$542K -$1.19M -19,595 -69%
YIA
22
YHB Investment Advisors
Connecticut
$470K +$467K +7,700 New
BFWA
23
Benchmark Financial Wealth Advisors
Florida
$444K -$73.6K -1,213 -14%
EWM
24
Elmwood Wealth Management
California
$375K
WAS
25
Wealth Advisory Solutions
Indiana
$358K -$9.34K -154 -3%