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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

6% more funds holding

Funds holding: 139148 (+9)

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$1.7M)

1.72% less ownership

Funds ownership: 70.65%68.92% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
26
Financial Architects (Georgia)
Georgia
$7.44M -$440K -4,335 -6%
GWA
27
Genesis Wealth Advisors
Massachusetts
$7.29M +$127K +1,248 +2%
RPCA
28
Running Point Capital Advisors
California
$6.88M -$146K -1,441 -2%
FHC
29
First Heartland Consultants
Missouri
$5.97M +$55.4K +546 +0.9%
UW
30
Unique Wealth
Florida
$5.46M +$791K +7,798 +17%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.19M +$98.8K +974 +2%
SS
32
Sunbelt Securities
Texas
$4.75M -$750K -7,394 -14%
BSB
33
Bangor Savings Bank
Maine
$4.7M +$385K +3,794 +9%
UBS Group
34
UBS Group
Switzerland
$4.37M +$741K +7,305 +21%
FFA
35
Farther Finance Advisors
California
$3.58M +$203K +1,997 +6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.4M +$109K +1,072 +3%
Corient Private Wealth
37
Corient Private Wealth
Florida
$3.39M +$2.73M +26,961 +453%
Citadel Advisors
38
Citadel Advisors
Florida
$3.29M +$16.7K +165 +0.5%
SIM
39
Stratos Investment Management
Ohio
$3M -$39.2K -386 -1%
Mariner
40
Mariner
Kansas
$2.81M -$149K -1,468 -5%
MPW
41
MGO Private Wealth
California
$2.77M +$67.6K +666 +3%
First Manhattan
42
First Manhattan
New York
$2.75M +$443K +4,367 +20%
LAM
43
L2 Asset Management
Massachusetts
$2.59M +$824K +8,119 +48%
Goldman Sachs
44
Goldman Sachs
New York
$2.58M -$5.9M -58,140 -70%
EWM
45
Elmwood Wealth Management
California
$2.49M +$59.6K +588 +2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$2.49M -$13.4K -132 -0.5%
ASN
47
Advisory Services Network
Georgia
$2.28M +$86.2K +850 +4%
VF
48
Virtu Financial
New York
$2.2M +$1.49M +14,689 +219%
PM
49
Pembroke Management
Quebec, Canada
$2.06M +$2.03M +20,017 New
Truist Financial
50
Truist Financial
North Carolina
$2.03M -$2.32M -22,871 -54%