iShares MSCI USA Equal Weighted ETF
EUSA
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.
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: 71 → 78 (+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: 5 → 5 (0)
1.18% less ownership
Funds ownership: 55.07% → 53.89% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$8.18M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$7.41M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$11.4M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.94M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.93M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.51M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
EUSA Hedge Fund Activity: Q3 2023 in Review
78 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q3 2023, worth a combined $276M — up 8.6% from $254M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EUSA positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Wick Capital Partners, exiting entirely with an estimated $11.4M sold.
- 78 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q3 2023, up from 71 in Q2 2023.
- Funds reported $276M of iShares MSCI USA Equal Weighted ETF stock for Q3 2023, up 8.6% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q3 2023 and 6 closed out, a net change of +7 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q3 2023 was Morgan Stanley, an estimated $20.4M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q3 2023 was Wick Capital Partners, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2023.