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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.01B invested in iShares MSCI USA Equal Weighted ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 34

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $990M → $1.01B (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.31% less ownership

Funds ownership: 71.08%69.77% (-1.3%)

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
69
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$6.68M +$1.84M +17,422 +35%
SS
27
Sunbelt Securities
Texas
$6.38M +$1.39M +13,142 +27%
FHC
28
First Heartland Consultants
Missouri
$6.19M +$175K +1,661 +3%
UBS Group
29
UBS Group
Switzerland
$5.58M +$95.3K +903 +2%
EWM
30
Elmwood Wealth Management
California
$4.65M +$2.31M +21,856 +92%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.16M -$967K -9,158 -18%
ASN
32
Advisory Services Network
Georgia
$4.05M +$1.6M +15,200 +62%
DWM
33
Dynasty Wealth Management
Florida
$4M +$2.11M +19,953 +103%
LAM
34
L2 Asset Management
Massachusetts
$3.92M +$18.4K +174 +0.5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.79M +$544K +5,154 +16%
FFA
36
Farther Finance Advisors
California
$3.59M +$52.2K +495 +1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$3.49M -$535K -5,068 -7%
First Manhattan
38
First Manhattan
New York
$3.24M +$707K +6,699 +27%
SIM
39
Stratos Investment Management
Ohio
$2.83M +$38.5K +365 +1%
Mariner
40
Mariner
Kansas
$2.6M +$229K +2,172 +9%
LIA
41
LBMC Investment Advisors
Tennessee
$2.55M +$1.45M +13,729 +122%
ZIC
42
ZWJ Investment Counsel
Georgia
$2.52M +$1.85M +17,529 +243%
Goldman Sachs
43
Goldman Sachs
New York
$2.43M -$5.84M -55,324 -70%
PM
44
Pembroke Management
Quebec, Canada
$2.4M
BlackRock
45
BlackRock
New York
$2.17M -$7.32M -69,307 -76%
WMG
46
WESCAP Management Group
California
$2.1M +$216K +2,051 +11%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.09M +$43.5K +412 +2%
XPN
48
XY Planning Network
Montana
$2.03M +$468K +4,435 +29%
SWP
49
Sagespring Wealth Partners
Tennessee
$1.93M -$26.1M -247,309 -93%
BBHC
50
Brown Brothers Harriman & Co
New York
$1.84M +$1.91M +18,084 New