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iShares MSCI USA Equal Weighted ETF

62 hedge funds and large institutions have $204M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $165M → $204M (+$38.5M)

17% more funds holding

Funds holding: 5362 (+9)

1.56% more ownership

Funds ownership: 43.96%45.52% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
25
Reduced
11
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
$33M +$418K +5,066 +1%
DADC
2
D.A. Davidson & Co
Montana
$32.4M +$775K +9,403 +3%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$921K +11,170 +5%
AIM
4
Astor Investment Management
Illinois
$16.4M -$1.15M -13,919 -7%
IF
5
Ironwood Financial
Arizona
$12.2M +$23.1K +280 +0.2%
RPCA
6
Running Point Capital Advisors
California
$11.2M +$1.2M +14,561 +12%
Wells Fargo
7
Wells Fargo
California
$10.6M +$5.35M +64,868 +108%
P
8
Palladiem
Pennsylvania
$10.5M +$1.86M +22,613 +22%
Ameriprise
9
Ameriprise
Minnesota
$9.83M +$9.35M +113,430 +3,969%
Bank of America
10
Bank of America
North Carolina
$4.57M +$1.16M +14,094 +35%
DIA
11
Davidson Investment Advisors
Montana
$3.85M +$592K +7,179 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.32M -$142K -1,721 -4%
LPL Financial
13
LPL Financial
California
$2.75M -$204K -2,471 -7%
FHC
14
First Heartland Consultants
Missouri
$2.51M +$201K +2,435 +9%
PA
15
PFG Advisors
Arizona
$2.39M +$412K +4,993 +21%
SS
16
Sunbelt Securities
Texas
$2.33M +$58.5K +709 +3%
AWA
17
Arkadios Wealth Advisors
Georgia
$2.31M +$582K +7,057 +35%
NSB
18
Norway Savings Bank
Maine
$2.06M -$133K -1,614 -6%
CA
19
Cetera Advisors
Colorado
$1.67M -$75.6K -917 -4%
JWBC
20
John W. Brooker & Co
California
$1.64M -$41.9K -508 -3%
Bessemer Group
21
Bessemer Group
New Jersey
$1.64M
OWA
22
Outlook Wealth Advisors
Texas
$1.13M +$1.11M +13,414 New
BFWA
23
Benchmark Financial Wealth Advisors
Florida
$1.03M +$315K +3,822 +46%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.03M +$69.2K +839 +7%
Citadel Advisors
25
Citadel Advisors
Florida
$1.01M +$709K +8,599 +252%