iShares MSCI USA Equal Weighted ETF
EUSA
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.
7% more capital invested
Capital invested by funds: $237M → $254M (+$17.3M)
2.43% more ownership
Funds ownership: 52.64% → 55.07% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 72 → 71 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.7M |
| 2 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$3.01M |
| 3 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$2.23M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$1.85M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3M |
| 2 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
-$2.96M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.84M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.71M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
EUSA Hedge Fund Activity: Q2 2023 in Review
71 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2023, worth a combined $254M — up 7.3% from $237M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EUSA and 7 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 17 added.
The largest buyer was Bank of America, adding an estimated $18.7M. The largest seller was D.A. Davidson & Co, cutting an estimated $3M.
- 71 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2023, down from 72 in Q1 2023.
- Funds reported $254M of iShares MSCI USA Equal Weighted ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2023 and 8 closed out, a net change of -1 holder.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2023 was Bank of America, an estimated $18.7M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2023 was D.A. Davidson & Co, an estimated $3M sold.
Based on aggregated 13F filings for Q2 2023.