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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

71 hedge funds and large institutions have $208M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WLPWM
1
Walled Lake Planning & Wealth Management
Illinois
$4.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
Bank of America
3
Bank of America
North Carolina
$9.19M
4
CF
4
Centaurus Financial
California
$2.1M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.6M
3
OWA
3
Outlook Wealth Advisors
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$634K
5
IF
5
Ironwood Financial
Arizona
$9.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.4M 417,211 +6,789 +2%
DADC
2
D.A. Davidson & Co
Montana
$29.8M 408,591 +7,937 +2%
Morgan Stanley
3
Morgan Stanley
New York
$18.3M 251,350 +36,829 +17%
WCP
4
Wick Capital Partners
Pennsylvania
$11.2M 153,305 -5,924 -4%
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M 141,337 +28,210 +25%
DIA
6
Davidson Investment Advisors
Montana
$10.2M 140,518 +15,574 +12%
RPCA
7
Running Point Capital Advisors
California
$9.96M 136,558 -5,774 -4%
IF
8
Ironwood Financial
Arizona
$9.74M 133,578 -6,296 -5%
Bank of America
9
Bank of America
North Carolina
$9.19M 125,981 +31,690 +34%
P
10
Palladiem
Pennsylvania
$9.12M 125,041 -3,250 -3%
Wells Fargo
11
Wells Fargo
California
$5.26M 72,108 -56,657 -44%
LPL Financial
12
LPL Financial
California
$4.99M 68,450 +6,445 +10%
WLPWM
13
Walled Lake Planning & Wealth Management
Illinois
$4.86M 66,597 +66,597 New
Mariner
14
Mariner
Kansas
$3.03M 41,576 +19,164 +86%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.58M 35,393 -5,098 -13%
PA
16
PFG Advisors
Arizona
$2.31M 31,603 +722 +2%
SS
17
Sunbelt Securities
Texas
$2.2M 30,173 +1,942 +7%
FHC
18
First Heartland Consultants
Missouri
$2.12M 29,087 -1,115 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$2.11M 28,901 +10,507 +57%
CF
20
Centaurus Financial
California
$2.1M 28,815 +28,815 New
UBS Group
21
UBS Group
Switzerland
$1.93M 26,405 -4,833 -15%
PA
22
Parallel Advisors
California
$1.69M 23,158 +5,950 +35%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.6M 21,923 -46,160 -68%
NSB
24
Norway Savings Bank
Maine
$1.59M 21,768 +325 +2%
Bessemer Group
25
Bessemer Group
New Jersey
$1.42M 19,400 – –
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