iShares MSCI USA ETF
MLRG
181 hedge funds and large institutions have $561M invested in iShares MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $435M → $561M (+$126M)
6.35% more ownership
Funds ownership: 39.85% → 46.19% (+6.3%)
6% more funds holding
Funds holding: 171 → 181 (+10)
6% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$80.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.4M |
| 3 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$10.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.7M |
| 5 |
Two Sigma Investments
New York
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.53M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.76M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.54M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.08M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.05M |
MLRG Hedge Fund Activity: Q4 2024 in Review
181 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA ETF (MLRG) for Q4 2024, worth a combined $561M — up 29% from $435M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MLRG positions and 4 closed out — a net gain of 14 holders — while 55 added to existing stakes and 52 trimmed.
The largest buyer was LPL Financial, adding an estimated $80.2M. The largest seller was Equitable Holdings, cutting an estimated $3.53M.
- 181 institutional investors held iShares MSCI USA ETF (MLRG) as of Q4 2024, up from 171 in Q3 2024.
- Funds reported $561M of iShares MSCI USA ETF stock for Q4 2024, up 29% quarter-over-quarter.
- 18 funds opened new iShares MSCI USA ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
- The largest iShares MSCI USA ETF buyer in Q4 2024 was LPL Financial, an estimated $80.2M added.
- The largest iShares MSCI USA ETF seller in Q4 2024 was Equitable Holdings, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2024.