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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4442 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
16
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.2M +$1.23M +18,225 +5%
DADC
2
D.A. Davidson & Co
Montana
$26.4M +$1.08M +16,058 +5%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M +$1.81M +26,935 +16%
RPCA
4
Running Point Capital Advisors
California
$8.4M +$7.82M +116,306 New
IF
5
Ironwood Financial
Arizona
$6.92M +$2M +29,746 +45%
Wells Fargo
6
Wells Fargo
California
$4.36M +$17.1K +254 +0.4%
Bank of America
7
Bank of America
North Carolina
$2.59M -$135K -2,005 -5%
DIA
8
Davidson Investment Advisors
Montana
$2.48M +$110K +1,640 +5%
LPL Financial
9
LPL Financial
California
$2.44M +$258K +3,836 +13%
NSB
10
Norway Savings Bank
Maine
$1.9M -$22.7K -337 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.89M -$456K -6,775 -21%
FHC
12
First Heartland Consultants
Missouri
$1.84M +$312K +4,637 +22%
CA
13
Cetera Advisors
Colorado
$1.66M -$8.27K -123 -0.5%
JWBC
14
John W. Brooker & Co
California
$1.58M -$54.7K -814 -4%
Bessemer Group
15
Bessemer Group
New Jersey
$1.4M
UBS Group
16
UBS Group
Switzerland
$1.3M -$878K -13,060 -42%
Ameriprise
17
Ameriprise
Minnesota
$1.15M +$830K +12,339 +344%
WMG
18
WESCAP Management Group
California
$912K -$9.14K -136 -1%
SRC
19
Shufro Rose & Co
New York
$557K +$173K +2,579 +50%
YIA
20
YHB Investment Advisors
Connecticut
$556K
BFWA
21
Benchmark Financial Wealth Advisors
Florida
$525K +$336 +5 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$521K -$111K -1,653 -19%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$448K +$156K +2,326 +60%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$443K +$59K +877 +17%
PCG
25
Private Capital Group
Connecticut
$418K +$389K +5,789 New