iShares MSCI USA ETF
MLRG
96 hedge funds and large institutions have $236M invested in iShares MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
3.28% more ownership
Funds ownership: 26.34% → 29.62% (+3.3%)
3% more funds holding
Funds holding: 93 → 96 (+3)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
17% less capital invested
Capital invested by funds: $285M → $236M (-$48.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.26M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.16M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$1.1M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.86M |
| 2 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$4.36M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.45M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$814K |
MLRG Hedge Fund Activity: Q4 2018 in Review
96 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q4 2018, worth a combined $236M — down 17% from $285M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MLRG positions and 13 closed out — a net gain of 3 holders — while 26 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.6M. The largest seller was LPL Financial, cutting an estimated $6.86M.
- 96 institutional investors held iShares MSCI USA ETF (MLRG) as of Q4 2018, up from 93 in Q3 2018.
- Funds reported $236M of iShares MSCI USA ETF stock for Q4 2018, down 17% quarter-over-quarter.
- 16 funds opened new iShares MSCI USA ETF positions in Q4 2018 and 13 closed out, a net change of +3 holders.
- The largest iShares MSCI USA ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $17.6M added.
- The largest iShares MSCI USA ETF seller in Q4 2018 was LPL Financial, an estimated $6.86M sold.
Based on aggregated 13F filings for Q4 2018.