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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

53 hedge funds and large institutions have $165M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
19
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$16.3M
2
P
2
Palladiem
Pennsylvania
$8.01M
3
IF
3
Ironwood Financial
Arizona
$11.3M
4
SS
4
Sunbelt Securities
Texas
$2.14M
5
PA
5
PFG Advisors
Arizona
$1.83M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$224K
2
CA
2
Cetera Advisors
Colorado
$1.62M
3
JWBC
3
John W. Brooker & Co
California
$1.56M
4
LAI
4
Legal Advantage Investments
California
$0
5
PWM
5
Perigon Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.2M 385,828 +8,493 +2%
DADC
2
D.A. Davidson & Co
Montana
$29.3M 374,387 +8,237 +2%
Morgan Stanley
3
Morgan Stanley
New York
$17.2M 219,999 +22,645 +11%
AIM
4
Astor Investment Management
Illinois
$16.3M 208,284 +208,284 New
IF
5
Ironwood Financial
Arizona
$11.3M 144,007 +48,166 +50%
RPCA
6
Running Point Capital Advisors
California
$9.21M 117,535 +1,229 +1%
P
7
Palladiem
Pennsylvania
$8.01M 102,194 +102,194 New
Wells Fargo
8
Wells Fargo
California
$4.72M 60,231 -160 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.21M 40,995 +14,799 +56%
Bank of America
10
Bank of America
North Carolina
$3.13M 39,959 +4,066 +11%
DIA
11
Davidson Investment Advisors
Montana
$3.01M 38,400 +4,125 +12%
LPL Financial
12
LPL Financial
California
$2.74M 35,017 +1,228 +4%
SS
13
Sunbelt Securities
Texas
$2.14M 27,248 +27,248 New
FHC
14
First Heartland Consultants
Missouri
$2.13M 27,220 +1,793 +7%
NSB
15
Norway Savings Bank
Maine
$2.04M 25,992 -356 -1%
PA
16
PFG Advisors
Arizona
$1.83M 23,326 +23,326 New
UBS Group
17
UBS Group
Switzerland
$1.63M 20,805 +2,800 +16%
CA
18
Cetera Advisors
Colorado
$1.62M 20,630 -2,323 -10%
AWA
19
Arkadios Wealth Advisors
Georgia
$1.59M 20,234 +20,143 +22,135%
JWBC
20
John W. Brooker & Co
California
$1.56M 19,919 -1,973 -9%
Bessemer Group
21
Bessemer Group
New Jersey
$1.52M 19,400 – –
WMG
22
WESCAP Management Group
California
$931K 11,882 -750 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$885K 11,294 +5,083 +82%
AssetMark Inc
24
AssetMark Inc
California
$792K 10,113 +10,113 New
SRC
25
Shufro Rose & Co
New York
$722K 9,214 +1,501 +19%
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