iShares MSCI USA ETF
MLRG
138 hedge funds and large institutions have $245M invested in iShares MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 12 closing their positions.
1.05% more ownership
Funds ownership: 31.77% → 32.82% (+1%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 139 → 138 (-1)
2% less capital invested
Capital invested by funds: $250M → $245M (-$5.72M)
40% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.67M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.34M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$694K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.97M |
| 2 |
AssetMark Inc
Concord,
California
|
-$3.12M |
| 3 |
Jane Street
New York
|
-$1.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 5 |
Morgan Stanley
New York
|
-$568K |
MLRG Hedge Fund Activity: Q3 2023 in Review
138 of the 6,313 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q3 2023, worth a combined $245M — down 2.3% from $250M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MLRG positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 40 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $13.5M. The largest seller was Equitable Holdings, cutting an estimated $3.97M.
- 138 institutional investors held iShares MSCI USA ETF (MLRG) as of Q3 2023, down from 139 in Q2 2023.
- Funds reported $245M of iShares MSCI USA ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA ETF positions in Q3 2023 and 12 closed out, a net change of +1 holder.
- The largest iShares MSCI USA ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $13.5M added.
- The largest iShares MSCI USA ETF seller in Q3 2023 was Equitable Holdings, an estimated $3.97M sold.
Based on aggregated 13F filings for Q3 2023.