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MLRG

iShares MSCI USA ETF

124 hedge funds and large institutions have $237M invested in iShares MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 31.19% → 32.68% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

9% less funds holding

Funds holding: 137 → 124 (-13)

14% less capital invested

Capital invested by funds: $277M → $237M (-$40M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
36
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

MLRG Hedge Fund Activity: Q2 2022 in Review

124 of the 5,961 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q2 2022, worth a combined $237M — down 14% from $277M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MLRG and 6 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 36 added.

The largest buyer was Wealthquest, opening a new position worth an estimated $13.6M. The largest seller was Ameriprise, cutting an estimated $1.76M.

  • 124 institutional investors held iShares MSCI USA ETF (MLRG) as of Q2 2022, down from 137 in Q1 2022.
  • Funds reported $237M of iShares MSCI USA ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 6 funds opened new iShares MSCI USA ETF positions in Q2 2022 and 17 closed out, a net change of -11 holders.
  • The largest iShares MSCI USA ETF buyer in Q2 2022 was Wealthquest, an estimated $13.6M added.
  • The largest iShares MSCI USA ETF seller in Q2 2022 was Ameriprise, an estimated $1.76M sold.

Based on aggregated 13F filings for Q2 2022.