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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.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7070 (0)

1.33% less ownership

Funds ownership: 51.48%50.15% (-1.3%)

7% less capital invested

Capital invested by funds: $255M → $238M (-$16.9M)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.1%
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 Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M +$225K +2,684 +0.7%
DADC
2
D.A. Davidson & Co
Montana
$32.6M +$397K +4,725 +1%
Ameriprise
3
Ameriprise
Minnesota
$18M +$374K +4,454 +2%
Morgan Stanley
4
Morgan Stanley
New York
$17.6M -$797K -9,487 -4%
IF
5
Ironwood Financial
Arizona
$12.4M -$557K -6,635 -4%
Wells Fargo
6
Wells Fargo
California
$11.3M +$75K +893 +0.7%
AWM
7
Avaii Wealth Management
Wisconsin
$11.2M -$4.79M -57,048 -30%
P
8
Palladiem
Pennsylvania
$11.1M -$1.98M -23,544 -15%
RPCA
9
Running Point Capital Advisors
California
$10.6M +$602K +7,171 +6%
AIM
10
Astor Investment Management
Illinois
$9.83M -$4.57M -54,360 -32%
DIA
11
Davidson Investment Advisors
Montana
$8.25M +$1.05M +12,479 +15%
Bank of America
12
Bank of America
North Carolina
$7.28M +$477K +5,683 +7%
AWA
13
Arkadios Wealth Advisors
Georgia
$6.97M +$3.15M +37,534 +84%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.47M -$19.2K -229 -0.4%
LPL Financial
15
LPL Financial
California
$3.5M +$727K +8,657 +27%
WCP
16
Wick Capital Partners
Pennsylvania
$3.19M +$2.34M +27,919 +287%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$3.13M +$383K +4,564 +14%
SS
18
Sunbelt Securities
Texas
$2.79M -$45.6K -543 -2%
FHC
19
First Heartland Consultants
Missouri
$2.56M -$11.4K -136 -0.4%
UBS Group
20
UBS Group
Switzerland
$1.94M +$1.11M +13,217 +137%
NSB
21
Norway Savings Bank
Maine
$1.82M -$15.8K -188 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.8M +$140K +1,671 +9%
WMG
23
WESCAP Management Group
California
$1.8M +$855K +10,185 +92%
AssetMark Inc
24
AssetMark Inc
California
$1.75M -$118K -1,404 -6%
Bessemer Group
25
Bessemer Group
New Jersey
$1.65M