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iShares MSCI USA Equal Weighted ETF

59 hedge funds and large institutions have $213M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

1.64% more ownership

Funds ownership: 45.52%47.16% (+1.6%)

5% more capital invested

Capital invested by funds: $204M → $213M (+$9.29M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less funds holding

Funds holding: 6259 (-3)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
27
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.6M +$897K +10,453 +3%
DADC
2
D.A. Davidson & Co
Montana
$32.7M +$575K +6,704 +2%
Morgan Stanley
3
Morgan Stanley
New York
$18.4M -$999K -11,638 -5%
AIM
4
Astor Investment Management
Illinois
$14.7M -$1.56M -18,205 -9%
IF
5
Ironwood Financial
Arizona
$12.9M +$830K +9,671 +7%
P
6
Palladiem
Pennsylvania
$12.7M +$2.36M +27,467 +22%
RPCA
7
Running Point Capital Advisors
California
$11M -$18.7K -218 -0.2%
Wells Fargo
8
Wells Fargo
California
$10.6M +$133K +1,550 +1%
Ameriprise
9
Ameriprise
Minnesota
$8.58M -$1.18M -13,759 -12%
Bank of America
10
Bank of America
North Carolina
$6.29M +$1.81M +21,075 +39%
DIA
11
Davidson Investment Advisors
Montana
$5.39M +$1.61M +18,804 +41%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.62M +$344K +4,006 +10%
AWA
13
Arkadios Wealth Advisors
Georgia
$2.9M +$633K +7,372 +27%
LPL Financial
14
LPL Financial
California
$2.71M -$17.4K -203 -0.6%
Citadel Advisors
15
Citadel Advisors
Florida
$2.62M +$1.66M +19,328 +161%
PA
16
PFG Advisors
Arizona
$2.6M +$238K +2,773 +10%
FHC
17
First Heartland Consultants
Missouri
$2.54M +$63.2K +737 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.34M +$1.36M +15,804 +130%
SS
19
Sunbelt Securities
Texas
$2.33M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.27M +$1.91M +22,266 +465%
FTUS
21
Flow Traders U.S.
New York
$2.14M +$1.79M +20,853 +442%
NSB
22
Norway Savings Bank
Maine
$1.86M -$181K -2,106 -9%
Bessemer Group
23
Bessemer Group
New Jersey
$1.62M
JWBC
24
John W. Brooker & Co
California
$1.61M -$9.44K -110 -0.6%
BFWA
25
Benchmark Financial Wealth Advisors
Florida
$1.41M +$398K +4,633 +38%