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iShares MSCI USA Equal Weighted ETF

100 hedge funds and large institutions have $467M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $399M → $467M (+$68.3M)

12% more funds holding

Funds holding: 89100 (+11)

1.11% less ownership

Funds ownership: 62.63%61.51% (-1.1%)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
17
Increased
41
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1
Henshaw Capital
Massachusetts
$51.5M +$48.7M +566,000 New
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$49.9M +$4.39M +51,024 +10%
Bank of America
3
Bank of America
North Carolina
$47.4M -$19.8M -229,556 -31%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.6M +$1.89M +21,997 +6%
DADC
5
D.A. Davidson & Co
Montana
$32.5M +$1.77M +20,583 +6%
AWA
6
Arkadios Wealth Advisors
Georgia
$27.4M +$575K +6,679 +2%
DIA
7
Davidson Investment Advisors
Montana
$26.9M +$2.22M +25,761 +10%
Morgan Stanley
8
Morgan Stanley
New York
$25.6M -$45.8M -532,367 -65%
IF
9
Ironwood Financial
Arizona
$11.8M -$167K -1,938 -1%
WLPWM
10
Walled Lake Planning & Wealth Management
Illinois
$11.1M +$684K +7,946 +7%
AWM
11
Avaii Wealth Management
Wisconsin
$10.4M +$9.63M +111,892 +3,891%
Wells Fargo
12
Wells Fargo
California
$10.3M +$1.96M +22,807 +25%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$10M +$9.47M +110,000 New
BlackRock
14
BlackRock
New York
$8.43M +$5.95M +69,174 +295%
RPCA
15
Running Point Capital Advisors
California
$7.98M -$140K -1,622 -2%
FAG
16
Financial Architects (Georgia)
Georgia
$7.68M +$241K +2,800 +3%
LPL Financial
17
LPL Financial
California
$6.09M -$166K -1,924 -3%
DWA
18
Delta Wealth Advisors
Indiana
$6.04M +$5.71M +66,380 New
Northern Trust
19
Northern Trust
Illinois
$4.77M +$47.6K +553 +1%
RJA
20
Raymond James & Associates
Florida
$4.56M +$957K +11,118 +29%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.52M +$3.19K +37 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$3.42M +$70.9K +824 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.39M -$772K -8,963 -19%
SS
24
Sunbelt Securities
Texas
$2.82M -$121K -1,407 -4%
FHC
25
First Heartland Consultants
Missouri
$2.64M -$34.5K -401 -1%