We are live on ! Find out more
EUSA icon

iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $180M → $208M (+$27.8M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

8% more funds holding

Funds holding: 6671 (+5)

1.79% more ownership

Funds ownership: 49.56%51.35% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.4M +$493K +6,789 +2%
DADC
2
D.A. Davidson & Co
Montana
$29.8M +$577K +7,937 +2%
Morgan Stanley
3
Morgan Stanley
New York
$18.3M +$2.68M +36,829 +17%
WCP
4
Wick Capital Partners
Pennsylvania
$11.2M -$430K -5,924 -4%
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M +$2.05M +28,210 +25%
DIA
6
Davidson Investment Advisors
Montana
$10.2M +$1.13M +15,574 +12%
RPCA
7
Running Point Capital Advisors
California
$9.96M -$419K -5,774 -4%
IF
8
Ironwood Financial
Arizona
$9.74M -$457K -6,296 -5%
Bank of America
9
Bank of America
North Carolina
$9.19M +$2.3M +31,690 +34%
P
10
Palladiem
Pennsylvania
$9.12M -$236K -3,250 -3%
Wells Fargo
11
Wells Fargo
California
$5.26M -$4.12M -56,657 -44%
LPL Financial
12
LPL Financial
California
$4.99M +$468K +6,445 +10%
WLPWM
13
Walled Lake Planning & Wealth Management
Illinois
$4.86M +$4.84M +66,597 New
Mariner
14
Mariner
Kansas
$3.03M +$1.39M +19,164 +86%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.58M -$370K -5,098 -13%
PA
16
PFG Advisors
Arizona
$2.31M +$52.5K +722 +2%
SS
17
Sunbelt Securities
Texas
$2.2M +$141K +1,942 +7%
FHC
18
First Heartland Consultants
Missouri
$2.12M -$81K -1,115 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$2.11M +$763K +10,507 +57%
CF
20
Centaurus Financial
California
$2.1M +$2.09M +28,815 New
UBS Group
21
UBS Group
Switzerland
$1.93M -$351K -4,833 -15%
PA
22
Parallel Advisors
California
$1.69M +$432K +5,950 +35%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.6M -$3.35M -46,160 -68%
NSB
24
Norway Savings Bank
Maine
$1.59M +$23.6K +325 +2%
Bessemer Group
25
Bessemer Group
New Jersey
$1.42M