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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

88 hedge funds and large institutions have $398M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
32
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$42M
2
Morgan Stanley
2
Morgan Stanley
New York
$68.7M
3
Bank of America
3
Bank of America
North Carolina
$63.4M
4
FAG
4
Financial Architects (Georgia)
Georgia
$6.89M
5
Northern Trust
5
Northern Trust
Illinois
$4.38M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$0
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.88K
3
LPL Financial
3
LPL Financial
California
$5.82M
4
RPCA
4
Running Point Capital Advisors
California
$7.55M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.7M 813,842 +306,424 +60%
Bank of America
2
Bank of America
North Carolina
$63.4M 750,379 +140,580 +23%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$42M 496,853 +496,853 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.3M 358,384 +7,170 +2%
DADC
5
D.A. Davidson & Co
Montana
$28.4M 336,720 -6,293 -2%
AWA
6
Arkadios Wealth Advisors
Georgia
$24.8M 294,199 +21,046 +8%
DIA
7
Davidson Investment Advisors
Montana
$22.8M 269,602 +31,866 +13%
IF
8
Ironwood Financial
Arizona
$11.1M 131,952 +711 +0.5%
WLPWM
9
Walled Lake Planning & Wealth Management
Illinois
$9.61M 113,772 +5,011 +5%
Wells Fargo
10
Wells Fargo
California
$7.65M 90,552 +33,699 +59%
RPCA
11
Running Point Capital Advisors
California
$7.55M 89,362 -48,716 -35%
FAG
12
Financial Architects (Georgia)
Georgia
$6.89M 81,609 +81,609 New
LPL Financial
13
LPL Financial
California
$5.82M 68,883 -51,092 -43%
Northern Trust
14
Northern Trust
Illinois
$4.38M 51,856 +51,856 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.9M 46,219 +34,701 +301%
RJA
16
Raymond James & Associates
Florida
$3.29M 38,990 +38,990 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.27M 38,673 +28,099 +266%
Truist Financial
18
Truist Financial
North Carolina
$3.1M 36,739 +36,739 New
SS
19
Sunbelt Securities
Texas
$2.74M 32,403 -615 -2%
UBS Group
20
UBS Group
Switzerland
$2.61M 30,943 -1,910 -6%
FHC
21
First Heartland Consultants
Missouri
$2.48M 29,415 +226 +0.8%
Goldman Sachs
22
Goldman Sachs
New York
$2.08M 24,621 +8,804 +56%
Mariner
23
Mariner
Kansas
$2.06M 24,427 +1,722 +8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.99M 23,515 +22,779 +3,095%
BlackRock
25
BlackRock
New York
$1.98M 23,424 +23,424 New
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