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iShares MSCI USA Equal Weighted ETF

119 hedge funds and large institutions have $817M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $692M → $817M (+$124M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 111119 (+8)

2.37% more ownership

Funds ownership: 65.05%67.42% (+2.4%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
17
Increased
51
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.52M +$1.28M +13,260 +38%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.49M -$649K -6,707 -12%
SS
28
Sunbelt Securities
Texas
$4.22M -$815K -8,420 -16%
BSB
29
Bangor Savings Bank
Maine
$3.66M +$1.44M +14,901 +62%
UBS Group
30
UBS Group
Switzerland
$3.4M +$439K +4,533 +14%
FFA
31
Farther Finance Advisors
California
$3.06M +$400K +4,130 +14%
Cerity Partners
32
Cerity Partners
New York
$3.04M -$296K -3,061 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.02M -$638K -6,587 -17%
Mariner
34
Mariner
Kansas
$2.73M +$88.4K +913 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.7M +$146K +1,504 +5%
EWM
36
Elmwood Wealth Management
California
$2.28M +$261K +2,694 +12%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$2.07M +$58.5K +604 +3%
AAS
38
Avantax Advisory Services
Texas
$1.99M +$1.35M +13,978 +192%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.86M -$2.7M -27,859 -58%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.85M -$4.63M -47,801 -71%
Bessemer Group
41
Bessemer Group
New Jersey
$1.82M
JWBC
42
John W. Brooker & Co
California
$1.76M -$775 -8 -0%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.7M +$73.9K +763 +4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.63M +$115K +1,186 +7%
SRC
45
Shufro Rose & Co
New York
$1.57M +$54.2K +560 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$1.55M +$1.6M +16,542 New
Goldman Sachs
47
Goldman Sachs
New York
$1.46M -$9.64M -99,526 -86%
AGP
48
Aspire Growth Partners
Florida
$1.28M -$32.7K -338 -2%
Raymond James Financial
49
Raymond James Financial
Florida
$1.26M -$158K -1,628 -11%
GA
50
GSG Advisors
New Jersey
$1.24M +$670K +6,920 +100%