iShares MSCI USA Equal Weighted ETF
EUSA
97 hedge funds and large institutions have $430M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
2.49% less ownership
Funds ownership: 61.51% → 59.03% (-2.5%)
3% less funds holding
Funds holding: 100 → 97 (-3)
8% less capital invested
Capital invested by funds: $467M → $430M (-$37.6M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.64M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 4 |
Goldman Sachs
New York
|
+$1.02M |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$10M |
| 2 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
-$9.31M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$4.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.35M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.25M |
EUSA Hedge Fund Activity: Q2 2024 in Review
97 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2024, worth a combined $430M — down 8% from $467M a quarter earlier.
Fund positioning in EUSA was balanced in Q2 2024: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 31 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.52M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $10M sold.
- 97 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2024, down from 100 in Q1 2024.
- Funds reported $430M of iShares MSCI USA Equal Weighted ETF stock for Q2 2024, down 8% quarter-over-quarter.
- 12 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2024 and 12 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $4.52M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2024 was Pictet Asset Management, an estimated $10M sold.
Based on aggregated 13F filings for Q2 2024.