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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

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.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
WLPWM
2
Walled Lake Planning & Wealth Management
Illinois
$8.34M
3
DIA
3
Davidson Investment Advisors
Montana
$16.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.94M
5
FTUS
5
Flow Traders U.S.
New York
$1.51M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$27M
2
P
2
Palladiem
Pennsylvania
$7.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$521K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$612K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.5M 615,292 +248,244 +68%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M 350,886 -37,747 -10%
DADC
3
D.A. Davidson & Co
Montana
$27M 342,433 -39,804 -10%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M 248,846 -12,089 -5%
DIA
5
Davidson Investment Advisors
Montana
$16.4M 208,339 +29,607 +17%
AWA
6
Arkadios Wealth Advisors
Georgia
$13.4M 169,579 +4,526 +3%
WCP
7
Wick Capital Partners
Pennsylvania
$11.4M 145,114 +1,644 +1%
RPCA
8
Running Point Capital Advisors
California
$10.9M 138,041 +2,595 +2%
IF
9
Ironwood Financial
Arizona
$10.4M 131,364 -402 -0.3%
WLPWM
10
Walled Lake Planning & Wealth Management
Illinois
$8.34M 105,832 +40,016 +61%
P
11
Palladiem
Pennsylvania
$7.03M 89,167 -39,294 -31%
LPL Financial
12
LPL Financial
California
$5.11M 64,829 -2,317 -3%
Wells Fargo
13
Wells Fargo
California
$3.92M 49,718 -432 -0.9%
UBS Group
14
UBS Group
Switzerland
$2.72M 34,492 +3,289 +11%
SS
15
Sunbelt Securities
Texas
$2.58M 32,757 +103 +0.3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$2.32M 29,423 -476 -2%
FHC
17
First Heartland Consultants
Missouri
$2.3M 29,164 +57 +0.2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.1M 26,674 -2,912 -10%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.94M 24,584 +24,584 New
PA
20
PFG Advisors
Arizona
$1.93M 24,499 -3,832 -14%
Mariner
21
Mariner
Kansas
$1.73M 21,949 -4,508 -17%
NSB
22
Norway Savings Bank
Maine
$1.67M 21,231 -840 -4%
Bessemer Group
23
Bessemer Group
New Jersey
$1.53M 19,400 – –
FTUS
24
Flow Traders U.S.
New York
$1.51M 19,125 +19,125 New
JWBC
25
John W. Brooker & Co
California
$1.49M 18,941 +2 +0%
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