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iShares MSCI USA Equal Weighted ETF

111 hedge funds and large institutions have $692M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $539M → $692M (+$153M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more funds holding

Funds holding: 95111 (+16)

1.4% more ownership

Funds ownership: 63.65%65.05% (+1.4%)

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
38
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$81.8M +$3.75M +38,320 +5%
HC
2
Henshaw Capital
Massachusetts
$67.8M
BlackRock
3
BlackRock
New York
$65.9M +$51.1M +522,701 +310%
Bank of America
4
Bank of America
North Carolina
$51.7M +$5.15M +52,640 +11%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$45.5M -$5.63M -57,517 -11%
SFS
6
Strategic Financial Services
New York
$39.6M +$40.6M +415,161 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34M +$11.9K +122 +0%
AWA
8
Arkadios Wealth Advisors
Georgia
$34M +$2.8M +28,664 +9%
DADC
9
D.A. Davidson & Co
Montana
$31M +$510K +5,217 +2%
Morgan Stanley
10
Morgan Stanley
New York
$27.2M -$174K -1,781 -0.6%
DIA
11
Davidson Investment Advisors
Montana
$19.4M -$687K -7,027 -3%
Wells Fargo
12
Wells Fargo
California
$18.6M -$2.09M -21,341 -10%
M&T Bank
13
M&T Bank
New York
$14.9M +$15.3M +156,708 New
CBT
14
Crews Bank & Trust
Florida
$14.3M +$14.7M +150,193 New
IF
15
Ironwood Financial
Arizona
$11.3M -$1.32M -13,510 -10%
Goldman Sachs
16
Goldman Sachs
New York
$11M +$11.3M +115,092 New
LPL Financial
17
LPL Financial
California
$8.78M +$2.02M +20,638 +29%
RPCA
18
Running Point Capital Advisors
California
$7.35M -$791K -8,090 -10%
FAG
19
Financial Architects (Georgia)
Georgia
$7.33M -$402K -4,112 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.44M +$6.33M +64,671 +2,232%
GWA
21
Genesis Wealth Advisors
Massachusetts
$6.1M +$6.25M +63,924 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.22M +$312K +3,187 +6%
SS
23
Sunbelt Securities
Texas
$5.1M +$1.56M +15,913 +42%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.55M +$3.25M +33,229 +229%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.7M +$2.02M +20,625 +113%