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iShares MSCI USA Equal Weighted ETF

70 hedge funds and large institutions have $238M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
9
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M 394,684 +2,684 +0.7%
DADC
2
D.A. Davidson & Co
Montana
$32.6M 384,469 +4,725 +1%
Ameriprise
3
Ameriprise
Minnesota
$18M 211,830 +4,454 +2%
Morgan Stanley
4
Morgan Stanley
New York
$17.6M 207,154 -9,487 -4%
IF
5
Ironwood Financial
Arizona
$12.4M 146,358 -6,635 -4%
Wells Fargo
6
Wells Fargo
California
$11.3M 133,451 +893 +0.7%
AWM
7
Avaii Wealth Management
Wisconsin
$11.2M 131,981 -57,048 -30%
P
8
Palladiem
Pennsylvania
$11.1M 130,475 -23,544 -15%
RPCA
9
Running Point Capital Advisors
California
$10.6M 125,492 +7,171 +6%
AIM
10
Astor Investment Management
Illinois
$9.83M 115,931 -54,360 -32%
DIA
11
Davidson Investment Advisors
Montana
$8.25M 97,279 +12,479 +15%
Bank of America
12
Bank of America
North Carolina
$7.28M 85,788 +5,683 +7%
AWA
13
Arkadios Wealth Advisors
Georgia
$6.98M 82,219 +37,534 +84%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.47M 52,742 -229 -0.4%
LPL Financial
15
LPL Financial
California
$3.5M 41,228 +8,657 +27%
WCP
16
Wick Capital Partners
Pennsylvania
$3.19M 37,630 +27,919 +287%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$3.13M 36,887 +4,564 +14%
SS
18
Sunbelt Securities
Texas
$2.79M 32,504 -543 -2%
FHC
19
First Heartland Consultants
Missouri
$2.56M 30,128 -136 -0.4%
UBS Group
20
UBS Group
Switzerland
$1.94M 22,895 +13,217 +137%
NSB
21
Norway Savings Bank
Maine
$1.82M 21,486 -188 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.8M 21,247 +1,671 +9%
WMG
23
WESCAP Management Group
California
$1.8M 21,252 +10,185 +92%
AssetMark Inc
24
AssetMark Inc
California
$1.75M 20,675 -1,404 -6%
Bessemer Group
25
Bessemer Group
New Jersey
$1.65M 19,400