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iShares MSCI USA Equal Weighted ETF

78 hedge funds and large institutions have $276M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7178 (+7)

9% more capital invested

Capital invested by funds: $254M → $276M (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.18% less ownership

Funds ownership: 55.07%53.89% (-1.2%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
24
Reduced
21
Closed
6
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
$45.9M -$434K -5,493 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M +$20.4M +258,572 +104%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.4M +$25.9K +328 +0.1%
DADC
4
D.A. Davidson & Co
Montana
$25.8M +$45.8K +580 +0.2%
AWA
5
Arkadios Wealth Advisors
Georgia
$20.5M +$8.18M +103,574 +61%
DIA
6
Davidson Investment Advisors
Montana
$17.9M +$2.32M +29,397 +14%
RPCA
7
Running Point Capital Advisors
California
$10.4M +$2.92K +37 +0%
IF
8
Ironwood Financial
Arizona
$9.87M -$9.71K -123 -0.1%
LPL Financial
9
LPL Financial
California
$9.02M +$4.35M +55,146 +85%
WLPWM
10
Walled Lake Planning & Wealth Management
Illinois
$8.18M +$231K +2,929 +3%
WWM
11
WJ Wealth Management
Arizona
$7.06M +$7.41M +93,855 New
P
12
Palladiem
Pennsylvania
$6.63M -$78.7K -997 -1%
HCA
13
Heck Capital Advisors
Wisconsin
$4.93M +$5.18M +65,537 New
Wells Fargo
14
Wells Fargo
California
$4.28M +$563K +7,135 +14%
SS
15
Sunbelt Securities
Texas
$2.48M +$20.6K +261 +0.8%
UBS Group
16
UBS Group
Switzerland
$2.47M -$129K -1,639 -5%
FHC
17
First Heartland Consultants
Missouri
$2.19M +$1.97K +25 +0.1%
Mariner
18
Mariner
Kansas
$1.71M +$59.7K +756 +3%
NSB
19
Norway Savings Bank
Maine
$1.63M +$35.8K +453 +2%
Bessemer Group
20
Bessemer Group
New Jersey
$1.46M
JWBC
21
John W. Brooker & Co
California
$1.42M
SRC
22
Shufro Rose & Co
New York
$1.4M -$4.34K -55 -0.3%
BFWA
23
Benchmark Financial Wealth Advisors
Florida
$1.33M
Citadel Advisors
24
Citadel Advisors
Florida
$1.32M +$863K +10,925 +165%
PA
25
PFG Advisors
Arizona
$1.27M -$604K -7,652 -31%