iShares MSCI USA ETF
MLRG
162 hedge funds and large institutions have $311M invested in iShares MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
6% more funds holding
Funds holding: 153 → 162 (+9)
4% more capital invested
Capital invested by funds: $299M → $311M (+$12.2M)
0.23% more ownership
Funds ownership: 33.41% → 33.63% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.58M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$977K |
| 5 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.23M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.46M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$788K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$532K |
MLRG Hedge Fund Activity: Q2 2024 in Review
162 of the 6,939 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q2 2024, worth a combined $311M — up 4.1% from $299M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MLRG positions and 3 closed out — a net gain of 12 holders — while 49 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.58M. The largest seller was Ameriprise, cutting an estimated $2.23M.
- 162 institutional investors held iShares MSCI USA ETF (MLRG) as of Q2 2024, up from 153 in Q1 2024.
- Funds reported $311M of iShares MSCI USA ETF stock for Q2 2024, up 4.1% quarter-over-quarter.
- 15 funds opened new iShares MSCI USA ETF positions in Q2 2024 and 3 closed out, a net change of +12 holders.
- The largest iShares MSCI USA ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.58M added.
- The largest iShares MSCI USA ETF seller in Q2 2024 was Ameriprise, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2024.