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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $427M → $539M (+$112M)

4.62% more ownership

Funds ownership: 59.03%63.65% (+4.6%)

2% less funds holding

Funds holding: 9795 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-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

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
26
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$78.4M +$74.4M +813,062 +13,188%
HC
2
Henshaw Capital
Massachusetts
$68.1M +$13.3M +144,950 +26%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$51.2M +$412K +4,509 +0.8%
Bank of America
4
Bank of America
North Carolina
$46.9M -$3.58M -39,126 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.2M +$14.8K +162 +0%
AWA
6
Arkadios Wealth Advisors
Georgia
$31.3M +$1.42M +15,577 +5%
DADC
7
D.A. Davidson & Co
Montana
$30.6M -$1.14M -12,454 -4%
Morgan Stanley
8
Morgan Stanley
New York
$27.4M +$2.78M +30,420 +12%
Wells Fargo
9
Wells Fargo
California
$20.8M +$8.35M +91,352 +73%
DIA
10
Davidson Investment Advisors
Montana
$20.2M -$8.77M -95,849 -31%
BlackRock
11
BlackRock
New York
$16.2M +$7.95M +86,927 +106%
IF
12
Ironwood Financial
Arizona
$12.7M +$87.4K +956 +0.7%
RPCA
13
Running Point Capital Advisors
California
$8.15M -$77.3K -845 -1%
FAG
14
Financial Architects (Georgia)
Georgia
$7.76M -$104K -1,140 -1%
LPL Financial
15
LPL Financial
California
$6.84M +$324K +3,540 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.93M +$880K +9,626 +23%
SS
17
Sunbelt Securities
Texas
$3.6M +$322K +3,516 +10%
Truist Financial
18
Truist Financial
North Carolina
$3.54M -$17.6K -192 -0.5%
RJA
19
Raymond James & Associates
Florida
$3.53M -$1.15M -12,627 -26%
UBS Group
20
UBS Group
Switzerland
$3.01M -$479K -5,240 -14%
Mariner
21
Mariner
Kansas
$2.75M +$474K +5,186 +22%
FHC
22
First Heartland Consultants
Missouri
$2.62M -$92.5K -1,011 -4%
FFA
23
Farther Finance Advisors
California
$2.44M +$460K +5,031 +25%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.29M +$313K +3,423 +17%
Jane Street
25
Jane Street
New York
$2.07M +$1.98M +21,655 New