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iShares MSCI USA Equal Weighted ETF

89 hedge funds and large institutions have $399M 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, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

45% more capital invested

Capital invested by funds: $276M → $399M (+$123M)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

14% more funds holding

Funds holding: 7889 (+11)

8.74% more ownership

Funds ownership: 53.89%62.63% (+8.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.3%
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
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.7M +$23.7M +306,424 +60%
Bank of America
2
Bank of America
North Carolina
$63.4M +$10.9M +140,580 +23%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$42M +$38.4M +496,853 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.3M +$554K +7,170 +2%
DADC
5
D.A. Davidson & Co
Montana
$28.4M -$486K -6,293 -2%
AWA
6
Arkadios Wealth Advisors
Georgia
$24.8M +$1.63M +21,046 +8%
DIA
7
Davidson Investment Advisors
Montana
$22.8M +$2.46M +31,866 +13%
IF
8
Ironwood Financial
Arizona
$11.1M +$55K +711 +0.5%
WLPWM
9
Walled Lake Planning & Wealth Management
Illinois
$9.61M +$387K +5,011 +5%
Wells Fargo
10
Wells Fargo
California
$7.65M +$2.6M +33,699 +59%
RPCA
11
Running Point Capital Advisors
California
$7.55M -$3.77M -48,716 -35%
FAG
12
Financial Architects (Georgia)
Georgia
$6.89M +$6.31M +81,609 New
LPL Financial
13
LPL Financial
California
$5.82M -$3.95M -51,092 -43%
Northern Trust
14
Northern Trust
Illinois
$4.38M +$4.01M +51,856 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.9M +$2.68M +34,701 +301%
RJA
16
Raymond James & Associates
Florida
$3.29M +$3.01M +38,990 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.27M +$2.17M +28,099 +266%
Truist Financial
18
Truist Financial
North Carolina
$3.1M +$2.84M +36,739 New
SS
19
Sunbelt Securities
Texas
$2.74M -$47.5K -615 -2%
UBS Group
20
UBS Group
Switzerland
$2.61M -$148K -1,910 -6%
FHC
21
First Heartland Consultants
Missouri
$2.48M +$17.5K +226 +0.8%
Goldman Sachs
22
Goldman Sachs
New York
$2.08M +$680K +8,804 +56%
Mariner
23
Mariner
Kansas
$2.06M +$133K +1,722 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.99M +$1.76M +22,779 +3,095%
BlackRock
25
BlackRock
New York
$1.98M +$1.81M +23,424 New