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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

77 hedge funds and large institutions have $274M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.2M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$20.5M
3
WWM
3
WJ Wealth Management
Arizona
$7.06M
4
HCA
4
Heck Capital Advisors
Wisconsin
$4.93M
5
LPL Financial
5
LPL Financial
California
$9.02M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$370K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$866K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45.9M 609,799 -5,493 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M 507,418 +258,572 +104%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.4M 351,214 +328 +0.1%
DADC
4
D.A. Davidson & Co
Montana
$25.8M 343,013 +580 +0.2%
AWA
5
Arkadios Wealth Advisors
Georgia
$20.5M 273,153 +103,574 +61%
DIA
6
Davidson Investment Advisors
Montana
$17.9M 237,736 +29,397 +14%
RPCA
7
Running Point Capital Advisors
California
$10.4M 138,078 +37 +0%
IF
8
Ironwood Financial
Arizona
$9.87M 131,241 -123 -0.1%
LPL Financial
9
LPL Financial
California
$9.02M 119,975 +55,146 +85%
WLPWM
10
Walled Lake Planning & Wealth Management
Illinois
$8.18M 108,761 +2,929 +3%
WWM
11
WJ Wealth Management
Arizona
$7.06M 93,855 +93,855 New
P
12
Palladiem
Pennsylvania
$6.63M 88,170 -997 -1%
HCA
13
Heck Capital Advisors
Wisconsin
$4.93M 65,537 +65,537 New
Wells Fargo
14
Wells Fargo
California
$4.28M 56,853 +7,135 +14%
SS
15
Sunbelt Securities
Texas
$2.48M 33,018 +261 +0.8%
UBS Group
16
UBS Group
Switzerland
$2.47M 32,853 -1,639 -5%
FHC
17
First Heartland Consultants
Missouri
$2.2M 29,189 +25 +0.1%
Mariner
18
Mariner
Kansas
$1.71M 22,705 +756 +3%
NSB
19
Norway Savings Bank
Maine
$1.63M 21,684 +453 +2%
Bessemer Group
20
Bessemer Group
New Jersey
$1.46M 19,400 – –
JWBC
21
John W. Brooker & Co
California
$1.42M 18,941 – –
SRC
22
Shufro Rose & Co
New York
$1.4M 18,648 -55 -0.3%
BFWA
23
Benchmark Financial Wealth Advisors
Florida
$1.33M 17,659 – –
Citadel Advisors
24
Citadel Advisors
Florida
$1.32M 17,543 +10,925 +165%
PA
25
PFG Advisors
Arizona
$1.27M 16,847 -7,652 -31%
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