iShares MSCI USA Equal Weighted ETF
EUSA
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.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $182M → $208M (+$25.8M)
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
8% more funds holding
Funds holding: 66 → 71 (+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: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$4.84M |
| 2 |
Morgan Stanley
New York
|
+$2.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$2.09M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.35M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$933K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$857K |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$457K |
EUSA Hedge Fund Activity: Q4 2022 in Review
71 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2022, worth a combined $208M — up 14% from $182M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EUSA positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $4.84M. The largest seller was Wells Fargo, cutting an estimated $4.12M.
- 71 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2022, up from 66 in Q3 2022.
- Funds reported $208M of iShares MSCI USA Equal Weighted ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2022 and 6 closed out, a net change of +7 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2022 was Walled Lake Planning & Wealth Management, an estimated $4.84M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2022 was Wells Fargo, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2022.