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iShares MSCI USA Equal Weighted ETF

149 hedge funds and large institutions have $906M 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, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $949M → $906M (-$42.3M)

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$77.7M
2 +$15.6M
3 +$7.95M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.95M
5
Goldman Sachs
Goldman Sachs
New York
+$5.57M

Top Sellers

1 -$51M
2 -$50.4M
3 -$44.1M
4
BlackRock
BlackRock
New York
-$18.8M
5
UW
Unique Wealth
Florida
-$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$1.93M
WMG
52
WESCAP Management Group
California
$1.92M
Bessemer Group
53
Bessemer Group
New Jersey
$1.79M
SWM
54
Selby Wealth Management
California
$1.75M
SRC
55
Shufro Rose & Co
New York
$1.7M
KFC
56
Klingenstein Fields & Co
New York
$1.65M
XPN
57
XY Planning Network
Montana
$1.6M
CSP
58
Cary Street Partners
Virginia
$1.58M
GCG
59
Gilbert Capital Group
Maine
$1.57M
GAM
60
Gotham Asset Management
New York
$1.55M
GA
61
GSG Advisors
New Jersey
$1.48M
Raymond James Financial
62
Raymond James Financial
Florida
$1.45M
Cerity Partners
63
Cerity Partners
New York
$1.35M
BFWA
64
Benchmark Financial Wealth Advisors
Florida
$1.31M
WLPWM
65
Walled Lake Planning & Wealth Management
Illinois
$1.29M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$1.19M
LIA
67
LBMC Investment Advisors
Tennessee
$1.17M
PA
68
Parallel Advisors
California
$1.1M
SIC
69
Sage Investment Counsel
Tennessee
$1.07M
SHJ
70
Sharkey, Howes & Javer
Colorado
$1.03M
FF
71
Finley Financial
Nevada
$1.02M
OCA
72
OpenArc Corporate Advisory
Georgia
$990K
DWT
73
Dorsey & Whitney Trust
South Dakota
$974K
MAM
74
McLean Asset Management
Virginia
$971K
CGA
75
Crescent Grove Advisors
Illinois
$935K