iShares MSCI USA ETF
MLRG
114 hedge funds and large institutions have $281M invested in iShares MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 42 reducing their positions, and 9 closing their positions.
15% more capital invested
Capital invested by funds: $244M → $281M (+$37M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2.52% more ownership
Funds ownership: 32.5% → 35.02% (+2.5%)
0% more funds holding
Funds holding: 114 → 114 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$21.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.04M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$690K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.31M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.22M |
| 3 |
EH
Equitable Holdings
New York
|
-$2.37M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.2M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.79M |
MLRG Hedge Fund Activity: Q3 2020 in Review
114 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q3 2020, worth a combined $281M — up 15% from $244M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MLRG positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 42 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $21.2M. The largest seller was Citadel Advisors, cutting an estimated $3.31M.
- 114 institutional investors held iShares MSCI USA ETF (MLRG) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $281M of iShares MSCI USA ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
- The largest iShares MSCI USA ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $21.2M added.
- The largest iShares MSCI USA ETF seller in Q3 2020 was Citadel Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2020.