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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

97 hedge funds and large institutions have $408M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
40
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avaii Wealth Management
Wisconsin
$10.4M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$10M
3
BlackRock
3
BlackRock
New York
$8.43M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$49.9M
5
DIA
5
Davidson Investment Advisors
Montana
$26.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.6M
2
Bank of America
2
Bank of America
North Carolina
$47.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.39M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74M
5
AL
5
Aspiriant LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.9M 547,877 +51,024 +10%
Bank of America
2
Bank of America
North Carolina
$47.4M 520,823 -229,556 -31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.6M 380,381 +21,997 +6%
DADC
4
D.A. Davidson & Co
Montana
$32.5M 357,303 +20,583 +6%
AWA
5
Arkadios Wealth Advisors
Georgia
$27.4M 300,878 +6,679 +2%
DIA
6
Davidson Investment Advisors
Montana
$26.9M 295,363 +25,761 +10%
Morgan Stanley
7
Morgan Stanley
New York
$25.6M 281,475 -532,367 -65%
IF
8
Ironwood Financial
Arizona
$11.8M 130,014 -1,938 -1%
WLPWM
9
Walled Lake Planning & Wealth Management
Illinois
$11.1M 121,718 +7,946 +7%
AWM
10
Avaii Wealth Management
Wisconsin
$10.4M 114,768 +111,892 +3,891%
Wells Fargo
11
Wells Fargo
California
$10.3M 113,359 +22,807 +25%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$10M 110,000 +110,000 New
BlackRock
13
BlackRock
New York
$8.43M 92,598 +69,174 +295%
RPCA
14
Running Point Capital Advisors
California
$7.98M 87,740 -1,622 -2%
FAG
15
Financial Architects (Georgia)
Georgia
$7.68M 84,409 +2,800 +3%
LPL Financial
16
LPL Financial
California
$6.09M 66,959 -1,924 -3%
Northern Trust
17
Northern Trust
Illinois
$4.77M 52,409 +553 +1%
RJA
18
Raymond James & Associates
Florida
$4.56M 50,108 +11,118 +29%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.52M 38,710 +37 +0.1%
Truist Financial
20
Truist Financial
North Carolina
$3.42M 37,563 +824 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.39M 37,256 -8,963 -19%
SS
22
Sunbelt Securities
Texas
$2.82M 30,996 -1,407 -4%
FHC
23
First Heartland Consultants
Missouri
$2.64M 29,014 -401 -1%
UBS Group
24
UBS Group
Switzerland
$2.57M 28,196 -2,747 -9%
Goldman Sachs
25
Goldman Sachs
New York
$2.45M 26,887 +2,266 +9%
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