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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
GAM
51
Gotham Asset Management
New York
$1.82M +$312K +2,955 +20%
Truist Financial
52
Truist Financial
North Carolina
$1.79M -$242K -2,297 -12%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.75M -$681K -6,452 -27%
SWM
54
Selby Wealth Management
California
$1.69M -$29.3K -278 -2%
SRC
55
Shufro Rose & Co
New York
$1.65M -$21.1K -200 -1%
KFC
56
Klingenstein Fields & Co
New York
$1.63M
Bessemer Group
57
Bessemer Group
New Jersey
$1.59M -$177K -1,680 -10%
CSP
58
Cary Street Partners
Virginia
$1.59M +$42.7K +405 +3%
Raymond James Financial
59
Raymond James Financial
Florida
$1.51M +$81.2K +769 +5%
BSB
60
Bangor Savings Bank
Maine
$1.47M -$1.13M -10,749 -43%
GA
61
GSG Advisors
New Jersey
$1.46M +$3.48K +33 +0.2%
GCG
62
Gilbert Capital Group
Maine
$1.46M -$82.1K -778 -5%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.45M +$323K +3,061 +27%
OCA
64
OpenArc Corporate Advisory
Georgia
$1.43M +$467K +4,427 +46%
GF
65
Goodman Financial
Texas
$1.4M +$532K +5,040 +58%
UW
66
Unique Wealth
Florida
$1.39M +$740K +7,007 +105%
CGA
67
Crescent Grove Advisors
Illinois
$1.24M +$334K +3,165 +35%
BFWA
68
Benchmark Financial Wealth Advisors
Florida
$1.22M -$68.5K -649 -5%
WLPWM
69
Walled Lake Planning & Wealth Management
Illinois
$1.17M -$103K -976 -8%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.13M -$3.49M -33,082 -75%
SIC
71
Sage Investment Counsel
Tennessee
$1.09M +$44.9K +425 +4%
PA
72
Parallel Advisors
California
$1.08M +$633 +6 +0.1%
FF
73
Finley Financial
Nevada
$1.07M +$73.9K +700 +7%
SHJ
74
Sharkey, Howes & Javer
Colorado
$1.02M
DWT
75
Dorsey & Whitney Trust
South Dakota
$959K