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iShares MSCI USA Equal Weighted ETF

71 hedge funds and large institutions have $254M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $236M → $254M (+$17.6M)

2.43% more ownership

Funds ownership: 52.64%55.07% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 7271 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
17
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48.5M +$18.7M +248,244 +68%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M -$2.84M -37,747 -10%
DADC
3
D.A. Davidson & Co
Montana
$27M -$3M -39,804 -10%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M -$910K -12,089 -5%
DIA
5
Davidson Investment Advisors
Montana
$16.4M +$2.23M +29,607 +17%
AWA
6
Arkadios Wealth Advisors
Georgia
$13.4M +$341K +4,526 +3%
WCP
7
Wick Capital Partners
Pennsylvania
$11.4M +$124K +1,644 +1%
RPCA
8
Running Point Capital Advisors
California
$10.9M +$195K +2,595 +2%
IF
9
Ironwood Financial
Arizona
$10.4M -$30.3K -402 -0.3%
WLPWM
10
Walled Lake Planning & Wealth Management
Illinois
$8.34M +$3.01M +40,016 +61%
P
11
Palladiem
Pennsylvania
$7.03M -$2.96M -39,294 -31%
LPL Financial
12
LPL Financial
California
$5.11M -$174K -2,317 -3%
Wells Fargo
13
Wells Fargo
California
$3.92M -$32.5K -432 -0.9%
UBS Group
14
UBS Group
Switzerland
$2.72M +$248K +3,289 +11%
SS
15
Sunbelt Securities
Texas
$2.58M +$7.75K +103 +0.3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$2.32M -$35.8K -476 -2%
FHC
17
First Heartland Consultants
Missouri
$2.3M +$4.29K +57 +0.2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.1M -$219K -2,912 -10%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.94M +$1.85M +24,584 New
PA
20
PFG Advisors
Arizona
$1.93M -$288K -3,832 -14%
Mariner
21
Mariner
Kansas
$1.73M -$339K -4,508 -17%
NSB
22
Norway Savings Bank
Maine
$1.67M -$63.2K -840 -4%
Bessemer Group
23
Bessemer Group
New Jersey
$1.53M
FTUS
24
Flow Traders U.S.
New York
$1.51M +$1.44M +19,125 New
JWBC
25
John W. Brooker & Co
California
$1.49M +$151 +2 +0%