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iShares MSCI USA Equal Weighted ETF

119 hedge funds and large institutions have $817M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $692M → $817M (+$124M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 111119 (+8)

2.37% more ownership

Funds ownership: 65.05%67.42% (+2.4%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
17
Increased
51
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$1.2M -$117K -1,204 -9%
BFWA
52
Benchmark Financial Wealth Advisors
Florida
$1.18M -$192K -1,984 -14%
WMG
53
WESCAP Management Group
California
$1.17M +$5.04K +52 +0.4%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$1.12M
SHJ
55
Sharkey, Howes & Javer
Colorado
$1.03M -$90.9K -939 -8%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$1.02M +$982K +10,139 +1,200%
PA
57
Parallel Advisors
California
$1M +$678 +7 +0.1%
SIC
58
Sage Investment Counsel
Tennessee
$899K +$87.3K +902 +10%
SIM
59
Stratos Investment Management
Ohio
$883K +$662K +6,835 +262%
DWT
60
Dorsey & Whitney Trust
South Dakota
$882K +$912K +9,422 New
OIA
61
OneDigital Investment Advisors
Kansas
$842K +$12.7K +131 +1%
TRCT
62
Tower Research Capital (TRC)
New York
$810K +$706K +7,294 +535%
CAL
63
Capital Analysts LLC
Pennsylvania
$757K
MAM
64
McLean Asset Management
Virginia
$754K
TWM
65
Tolleson Wealth Management
Texas
$747K +$53.1K +548 +7%
PA
66
PFG Advisors
Arizona
$739K -$24.8K -256 -3%
Corient Private Wealth
67
Corient Private Wealth
Florida
$731K +$533K +5,503 +239%
YIA
68
YHB Investment Advisors
Connecticut
$721K
LAM
69
L2 Asset Management
Massachusetts
$709K +$734K +7,578 New
Ameriprise
70
Ameriprise
Minnesota
$669K +$124K +1,284 +22%
TCA
71
Transcend Capital Advisors
New Jersey
$632K +$231K +2,389 +55%
FF
72
Farrell Financial
New York
$631K +$2.13K +22 +0.3%
NA
73
NewEdge Advisors
Louisiana
$629K +$70K +723 +12%
WB
74
Webster Bank
Connecticut
$566K +$35.9K +371 +7%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$543K