iShares MSCI USA Equal Weighted ETF
EUSA
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.
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: 4 → 5 (+1)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
0% more funds holding
Funds holding: 70 → 70 (0)
1.33% less ownership
Funds ownership: 51.48% → 50.15% (-1.3%)
8% less capital invested
Capital invested by funds: $258M → $238M (-$19.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.15M |
| 2 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$2.34M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
| 4 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$1.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$4.79M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$4.57M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
| 5 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
-$1.98M |
EUSA Hedge Fund Activity: Q1 2022 in Review
70 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2022, worth a combined $238M — down 7.6% from $258M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EUSA positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $3.15M. The largest seller was Avaii Wealth Management, cutting an estimated $4.79M.
- 70 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $238M of iShares MSCI USA Equal Weighted ETF stock for Q1 2022, down 7.6% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2022 was Arkadios Wealth Advisors, an estimated $3.15M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2022 was Avaii Wealth Management, an estimated $4.79M sold.
Based on aggregated 13F filings for Q1 2022.