iShares MSCI USA Equal Weighted ETF
EUSA
42 hedge funds and large institutions have $114M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 9 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
28% more capital invested
Capital invested by funds: $89.1M → $114M (+$24.8M)
0.59% less ownership
Funds ownership: 40.49% → 39.9% (-0.59%)
5% less funds holding
Funds holding: 44 → 42 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$2M |
| 2 |
Morgan Stanley
New York
|
+$1.81M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.23M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.08M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.51M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$1.55M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$878K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$741K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$691K |
EUSA Hedge Fund Activity: Q4 2020 in Review
42 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2020, worth a combined $114M — up 28% from $89.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EUSA and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 16 added.
The largest buyer was Ironwood Financial, adding an estimated $2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.
- 42 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2020, down from 44 in Q3 2020.
- Funds reported $114M of iShares MSCI USA Equal Weighted ETF stock for Q4 2020, up 28% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2020 and 9 closed out, a net change of -1 holder.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2020 was Ironwood Financial, an estimated $2M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2020.