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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.

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 Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.1M 392,000 -9,347 -2%
DADC
2
D.A. Davidson & Co
Montana
$34M 379,744 -10,750 -3%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M 216,641 -2,890 -1%
Ameriprise
4
Ameriprise
Minnesota
$18.6M 207,376 +104,847 +102%
AWM
5
Avaii Wealth Management
Wisconsin
$16.9M 189,029 +189,029 New
AIM
6
Astor Investment Management
Illinois
$15.2M 170,291 -5,869 -3%
P
7
Palladiem
Pennsylvania
$13.8M 154,019 +1,745 +1%
IF
8
Ironwood Financial
Arizona
$13.7M 152,993 -965 -0.6%
Wells Fargo
9
Wells Fargo
California
$11.9M 132,558 +5,909 +5%
RPCA
10
Running Point Capital Advisors
California
$10.6M 118,321 -13,557 -10%
DIA
11
Davidson Investment Advisors
Montana
$7.59M 84,800 +20,417 +32%
Bank of America
12
Bank of America
North Carolina
$7.17M 80,105 +4,977 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.74M 52,971 +9,691 +22%
AWA
14
Arkadios Wealth Advisors
Georgia
$4M 44,685 +10,022 +29%
PA
15
PFG Advisors
Arizona
$3M 33,518 +2,426 +8%
LPL Financial
16
LPL Financial
California
$2.92M 32,571 +228 +0.7%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$2.89M 32,323 +15,522 +92%
SS
18
Sunbelt Securities
Texas
$2.8M 33,047 +5,090 +18%
Citadel Advisors
19
Citadel Advisors
Florida
$2.2M 24,618 -6,721 -21%
AssetMark Inc
20
AssetMark Inc
California
$1.98M 22,079 +9,623 +77%
NSB
21
Norway Savings Bank
Maine
$1.94M 21,674 -598 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.75M 19,576 -8,361 -30%
Bessemer Group
23
Bessemer Group
New Jersey
$1.74M 19,400
JWBC
24
John W. Brooker & Co
California
$1.73M 19,314 +13 +0.1%
OWA
25
Outlook Wealth Advisors
Texas
$1.21M 13,490 -1,892 -12%