iShares MSCI USA Equal Weighted ETF
EUSA
89 hedge funds and large institutions have $365M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $276M → $365M (+$89M)
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
14% more funds holding
Funds holding: 78 → 89 (+11)
3.35% more ownership
Funds ownership: 53.89% → 57.24% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$38.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$4.01M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.01M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.77M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$7.06M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$5.06M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.95M |
| 5 |
RPCA
Running Point Capital Advisors
El Segundo,
California
|
-$3.77M |
EUSA Hedge Fund Activity: Q4 2023 in Review
89 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2023, worth a combined $365M — up 32% from $276M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EUSA positions and 4 closed out — a net gain of 15 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $38.4M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.
- 89 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2023, up from 78 in Q3 2023.
- Funds reported $365M of iShares MSCI USA Equal Weighted ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 19 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2023 and 4 closed out, a net change of +15 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2023 was Schroder Investment Management Group, an estimated $38.4M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2023 was Morgan Stanley, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2023.