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iShares MSCI USA Equal Weighted ETF

71 hedge funds and large institutions have $191M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.92% less ownership

Funds ownership: 50.15%49.23% (-0.92%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

20% less capital invested

Capital invested by funds: $238M → $191M (-$47.4M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
8
Increased
22
Reduced
25
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
$28.4M +$609K +7,881 +2%
DADC
2
D.A. Davidson & Co
Montana
$27.7M +$592K +7,666 +2%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M +$295K +3,817 +2%
IF
4
Ironwood Financial
Arizona
$10.1M -$242K -3,138 -2%
RPCA
5
Running Point Capital Advisors
California
$9.9M +$1.14M +14,708 +12%
P
6
Palladiem
Pennsylvania
$9.23M +$18K +233 +0.2%
Wells Fargo
7
Wells Fargo
California
$8.87M -$605K -7,837 -6%
AIM
8
Astor Investment Management
Illinois
$8.19M
AWA
9
Arkadios Wealth Advisors
Georgia
$7.15M +$1.47M +19,004 +23%
Ameriprise
10
Ameriprise
Minnesota
$6.88M -$8.84M -114,473 -54%
WCP
11
Wick Capital Partners
Pennsylvania
$6.84M +$4.57M +59,214 +157%
Bank of America
12
Bank of America
North Carolina
$6.53M +$515K +6,663 +8%
DIA
13
Davidson Investment Advisors
Montana
$6.31M -$616K -7,978 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.58M -$160K -2,073 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.55M +$2.42M +31,325 +166%
LPL Financial
16
LPL Financial
California
$2.75M -$176K -2,280 -6%
BFWA
17
Benchmark Financial Wealth Advisors
Florida
$2.13M -$520K -6,737 -18%
FHC
18
First Heartland Consultants
Missouri
$2.11M -$17.4K -225 -0.7%
SS
19
Sunbelt Securities
Texas
$2.09M -$225K -2,916 -9%
UBS Group
20
UBS Group
Switzerland
$1.89M +$303K +3,924 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.49M -$13.1K -170 -0.8%
NSB
22
Norway Savings Bank
Maine
$1.48M -$37.3K -483 -2%
Bessemer Group
23
Bessemer Group
New Jersey
$1.37M
JWBC
24
John W. Brooker & Co
California
$1.34M -$22.2K -288 -1%
AssetMark Inc
25
AssetMark Inc
California
$1.25M -$225K -2,919 -14%