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iShares MSCI USA Equal Weighted ETF

66 hedge funds and large institutions have $180M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.33% more ownership

Funds ownership: 49.23%49.56% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $191M → $180M (-$10.7M)

7% less funds holding

Funds holding: 7166 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
27
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.4M +$586K +7,857 +2%
DADC
2
D.A. Davidson & Co
Montana
$26.8M +$635K +8,519 +2%
Morgan Stanley
3
Morgan Stanley
New York
$14.3M +$265K +3,550 +2%
WCP
4
Wick Capital Partners
Pennsylvania
$10.6M +$4.65M +62,385 +64%
RPCA
5
Running Point Capital Advisors
California
$9.51M +$159K +2,132 +2%
IF
6
Ironwood Financial
Arizona
$9.34M -$249K -3,346 -2%
Wells Fargo
7
Wells Fargo
California
$8.6M +$235K +3,151 +3%
P
8
Palladiem
Pennsylvania
$8.57M -$180K -2,417 -2%
DIA
9
Davidson Investment Advisors
Montana
$8.35M +$2.66M +35,643 +40%
AWA
10
Arkadios Wealth Advisors
Georgia
$7.56M +$887K +11,904 +12%
Bank of America
11
Bank of America
North Carolina
$6.3M +$137K +1,840 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.55M +$1.33M +17,850 +36%
LPL Financial
13
LPL Financial
California
$4.14M +$1.72M +23,057 +59%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.7M -$759K -10,178 -20%
UBS Group
15
UBS Group
Switzerland
$2.09M +$329K +4,419 +16%
PA
16
PFG Advisors
Arizona
$2.06M +$2.3M +30,881 New
SS
17
Sunbelt Securities
Texas
$1.89M -$101K -1,357 -5%
Mariner
18
Mariner
Kansas
$1.5M +$1.67M +22,412 New
NSB
19
Norway Savings Bank
Maine
$1.43M +$32.8K +440 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.37M -$43.5K -583 -3%
Bessemer Group
21
Bessemer Group
New Jersey
$1.3M
JWBC
22
John W. Brooker & Co
California
$1.27M
BFWA
23
Benchmark Financial Wealth Advisors
Florida
$1.25M -$850K -11,397 -38%
Citadel Advisors
24
Citadel Advisors
Florida
$1.23M +$1.37M +18,394 New
PA
25
Parallel Advisors
California
$1.15M +$1.28M +17,208 New