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iShares MSCI USA Equal Weighted ETF

150 hedge funds and large institutions have $990M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.15% more ownership

Funds ownership: 68.92%71.08% (+2.2%)

1% more funds holding

Funds holding: 148150 (+2)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $1.03B → $990M (-$37.9M)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
50
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
26
Genesis Wealth Advisors
Massachusetts
$7.55M +$235K +2,281 +3%
Corient Private Wealth
27
Corient Private Wealth
Florida
$7.19M +$3.77M +36,612 +111%
RPCA
28
Running Point Capital Advisors
California
$6.62M -$286K -2,779 -4%
FHC
29
First Heartland Consultants
Missouri
$6.12M +$118K +1,148 +2%
UBS Group
30
UBS Group
Switzerland
$5.58M +$1.18M +11,504 +27%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.17M +$1.75M +17,023 +52%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.14M -$50.4M -489,653 -91%
SS
33
Sunbelt Securities
Texas
$5.12M +$350K +3,402 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.57M -$3.23M -31,369 -41%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.36M +$3.91M +38,025 +911%
LAM
36
L2 Asset Management
Massachusetts
$3.97M +$1.37M +13,268 +53%
FFA
37
Farther Finance Advisors
California
$3.59M -$9.16K -89 -0.3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.32M -$1.88M -18,310 -36%
SIM
39
Stratos Investment Management
Ohio
$2.84M -$169K -1,647 -6%
MPW
40
MGO Private Wealth
California
$2.65M -$133K -1,290 -5%
BSB
41
Bangor Savings Bank
Maine
$2.6M -$2.11M -20,468 -45%
First Manhattan
42
First Manhattan
New York
$2.6M -$160K -1,554 -6%
ASN
43
Advisory Services Network
Georgia
$2.55M +$261K +2,534 +11%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$2.51M -$59.5K -578 -2%
EWM
45
Elmwood Wealth Management
California
$2.46M -$40K -389 -2%
PM
46
Pembroke Management
Quebec, Canada
$2.44M +$371K +3,606 +18%
Citadel Advisors
47
Citadel Advisors
Florida
$2.44M -$858K -8,341 -26%
Mariner
48
Mariner
Kansas
$2.41M -$410K -3,981 -15%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.08M +$78.2K +760 +4%
Truist Financial
50
Truist Financial
North Carolina
$2.06M +$24.1K +234 +1%