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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

45% more capital invested

Capital invested by funds: $114M → $165M (+$51.6M)

26% more funds holding

Funds holding: 4253 (+11)

4.06% more ownership

Funds ownership: 39.9%43.96% (+4.1%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.2M +$643K +8,493 +2%
DADC
2
D.A. Davidson & Co
Montana
$29.3M +$624K +8,237 +2%
Morgan Stanley
3
Morgan Stanley
New York
$17.2M +$1.72M +22,645 +11%
AIM
4
Astor Investment Management
Illinois
$16.3M +$15.8M +208,284 New
IF
5
Ironwood Financial
Arizona
$11.3M +$3.65M +48,166 +50%
RPCA
6
Running Point Capital Advisors
California
$9.21M +$93.1K +1,229 +1%
P
7
Palladiem
Pennsylvania
$8.01M +$7.74M +102,194 New
Wells Fargo
8
Wells Fargo
California
$4.72M -$12.1K -160 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.21M +$1.12M +14,799 +56%
Bank of America
10
Bank of America
North Carolina
$3.13M +$308K +4,066 +11%
DIA
11
Davidson Investment Advisors
Montana
$3.01M +$312K +4,125 +12%
LPL Financial
12
LPL Financial
California
$2.74M +$93K +1,228 +4%
SS
13
Sunbelt Securities
Texas
$2.13M +$2.06M +27,248 New
FHC
14
First Heartland Consultants
Missouri
$2.13M +$136K +1,793 +7%
NSB
15
Norway Savings Bank
Maine
$2.04M -$27K -356 -1%
PA
16
PFG Advisors
Arizona
$1.83M +$1.77M +23,326 New
UBS Group
17
UBS Group
Switzerland
$1.63M +$212K +2,800 +16%
CA
18
Cetera Advisors
Colorado
$1.62M -$176K -2,323 -10%
AWA
19
Arkadios Wealth Advisors
Georgia
$1.58M +$1.53M +20,143 +22,135%
JWBC
20
John W. Brooker & Co
California
$1.56M -$149K -1,973 -9%
Bessemer Group
21
Bessemer Group
New Jersey
$1.52M
WMG
22
WESCAP Management Group
California
$931K -$56.8K -750 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$885K +$385K +5,083 +82%
AssetMark Inc
24
AssetMark Inc
California
$792K +$766K +10,113 New
SRC
25
Shufro Rose & Co
New York
$722K +$114K +1,501 +19%