iShares MSCI USA Equal Weighted ETF
EUSA
95 hedge funds and large institutions have $539M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 10 closing their positions.
25% more capital invested
Capital invested by funds: $430M → $539M (+$109M)
4.62% more ownership
Funds ownership: 59.03% → 63.65% (+4.6%)
2% less funds holding
Funds holding: 97 → 95 (-2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
24% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$74.4M |
| 2 |
HC
Henshaw Capital
Woburn,
Massachusetts
|
+$13.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.35M |
| 4 |
BlackRock
New York
|
+$7.95M |
| 5 |
Morgan Stanley
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$9.85M |
| 2 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$8.77M |
| 3 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
-$5.03M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.58M |
EUSA Hedge Fund Activity: Q3 2024 in Review
95 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q3 2024, worth a combined $539M — up 25% from $430M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EUSA and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 26 added.
The largest buyer was Stifel Financial, adding an estimated $74.4M. The largest seller was Avaii Wealth Management, exiting entirely with an estimated $9.85M sold.
- 95 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q3 2024, down from 97 in Q2 2024.
- Funds reported $539M of iShares MSCI USA Equal Weighted ETF stock for Q3 2024, up 25% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q3 2024 and 10 closed out, a net change of -2 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q3 2024 was Stifel Financial, an estimated $74.4M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q3 2024 was Avaii Wealth Management, an estimated $9.85M sold.
Based on aggregated 13F filings for Q3 2024.