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iShares MSCI USA Equal Weighted ETF

70 hedge funds and large institutions have $255M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $213M → $255M (+$42M)

19% more funds holding

Funds holding: 5970 (+11)

4.32% more ownership

Funds ownership: 47.16%51.48% (+4.3%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
23
Reduced
21
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
$35.1M -$822K -9,347 -2%
DADC
2
D.A. Davidson & Co
Montana
$34M -$945K -10,750 -3%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M -$254K -2,890 -1%
Ameriprise
4
Ameriprise
Minnesota
$18.6M +$9.22M +104,847 +102%
AWM
5
Avaii Wealth Management
Wisconsin
$16.9M +$16.6M +189,029 New
AIM
6
Astor Investment Management
Illinois
$15.2M -$516K -5,869 -3%
P
7
Palladiem
Pennsylvania
$13.8M +$153K +1,745 +1%
IF
8
Ironwood Financial
Arizona
$13.7M -$84.8K -965 -0.6%
Wells Fargo
9
Wells Fargo
California
$11.9M +$519K +5,909 +5%
RPCA
10
Running Point Capital Advisors
California
$10.6M -$1.19M -13,557 -10%
DIA
11
Davidson Investment Advisors
Montana
$7.59M +$1.79M +20,417 +32%
Bank of America
12
Bank of America
North Carolina
$7.17M +$438K +4,977 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.74M +$852K +9,691 +22%
AWA
14
Arkadios Wealth Advisors
Georgia
$4M +$881K +10,022 +29%
PA
15
PFG Advisors
Arizona
$3M +$213K +2,426 +8%
LPL Financial
16
LPL Financial
California
$2.92M +$20K +228 +0.7%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$2.89M +$1.36M +15,522 +92%
SS
18
Sunbelt Securities
Texas
$2.8M +$447K +5,090 +18%
Citadel Advisors
19
Citadel Advisors
Florida
$2.2M -$591K -6,721 -21%
AssetMark Inc
20
AssetMark Inc
California
$1.98M +$846K +9,623 +77%
NSB
21
Norway Savings Bank
Maine
$1.94M -$52.6K -598 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.75M -$735K -8,361 -30%
Bessemer Group
23
Bessemer Group
New Jersey
$1.74M
JWBC
24
John W. Brooker & Co
California
$1.73M +$1.14K +13 +0.1%
OWA
25
Outlook Wealth Advisors
Texas
$1.21M -$166K -1,892 -12%