iShares MSCI USA Equal Weighted ETF
EUSA
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.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more capital invested
Capital invested by funds: $114M → $165M (+$51.6M)
26% more funds holding
Funds holding: 42 → 53 (+11)
4.06% more ownership
Funds ownership: 39.9% → 43.96% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$15.8M |
| 2 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
+$7.74M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$3.65M |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$2.06M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$990K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$176K |
| 3 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$149K |
| 4 |
LAI
Legal Advantage Investments
Los Altos Hills,
California
|
-$145K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$61K |
EUSA Hedge Fund Activity: Q1 2021 in Review
53 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2021, worth a combined $165M — up 45% from $114M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EUSA positions and 3 closed out — a net gain of 12 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Astor Investment Management, opening a new position worth an estimated $15.8M. The largest seller was Ameriprise, cutting an estimated $990K.
- 53 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2021, up from 42 in Q4 2020.
- Funds reported $165M of iShares MSCI USA Equal Weighted ETF stock for Q1 2021, up 45% quarter-over-quarter.
- 15 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2021 and 3 closed out, a net change of +12 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2021 was Astor Investment Management, an estimated $15.8M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2021 was Ameriprise, an estimated $990K sold.
Based on aggregated 13F filings for Q1 2021.