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iShares MSCI USA Equal Weighted ETF

72 hedge funds and large institutions have $236M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% 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
8
Increased
26
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.4M 388,633 -28,578 -7%
DADC
2
D.A. Davidson & Co
Montana
$28.9M 382,237 -26,354 -6%
Bank of America
3
Bank of America
North Carolina
$27.7M 367,048 +241,067 +191%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M 260,935 +9,585 +4%
DIA
5
Davidson Investment Advisors
Montana
$13.5M 178,732 +38,214 +27%
AWA
6
Arkadios Wealth Advisors
Georgia
$12.5M 165,053 +23,716 +17%
WCP
7
Wick Capital Partners
Pennsylvania
$10.8M 143,470 -9,835 -6%
RPCA
8
Running Point Capital Advisors
California
$10.2M 135,446 -1,112 -0.8%
IF
9
Ironwood Financial
Arizona
$9.95M 131,766 -1,812 -1%
P
10
Palladiem
Pennsylvania
$9.71M 128,461 +3,420 +3%
LPL Financial
11
LPL Financial
California
$5.07M 67,146 -1,304 -2%
WLPWM
12
Walled Lake Planning & Wealth Management
Illinois
$4.97M 65,816 -781 -1%
Wells Fargo
13
Wells Fargo
California
$3.79M 50,150 -21,958 -30%
Citadel Advisors
14
Citadel Advisors
Florida
$3.22M 42,646 +13,745 +48%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.51M 33,247 +24,544 +282%
SS
16
Sunbelt Securities
Texas
$2.43M 32,654 +2,481 +8%
UBS Group
17
UBS Group
Switzerland
$2.36M 31,203 +4,798 +18%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.26M 29,899 +28,181 +1,640%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.24M 29,586 +7,663 +35%
FHC
20
First Heartland Consultants
Missouri
$2.2M 29,107 +20 +0.1%
PA
21
PFG Advisors
Arizona
$2.14M 28,331 -3,272 -10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.12M 28,006 +21,730 +346%
CF
23
Centaurus Financial
California
$2.04M 27,027 -1,788 -6%
Mariner
24
Mariner
Kansas
$2M 26,457 -15,119 -36%
NSB
25
Norway Savings Bank
Maine
$1.67M 22,071 +303 +1%