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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

6% more funds holding

Funds holding: 139148 (+9)

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$1.7M)

1.72% less ownership

Funds ownership: 70.65%68.92% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.99M +$25.5K +251 +1%
WMG
52
WESCAP Management Group
California
$1.92M -$6.39K -63 -0.3%
Bessemer Group
53
Bessemer Group
New Jersey
$1.9M -$99.4K -980 -5%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.87M +$49.1K +484 +3%
KFC
55
Klingenstein Fields & Co
New York
$1.65M +$1.14M +11,263 +238%
GCG
56
Gilbert Capital Group
Maine
$1.62M -$56.3K -555 -3%
SRC
57
Shufro Rose & Co
New York
$1.55M
GAM
58
Gotham Asset Management
New York
$1.54M
TCA
59
Transcend Capital Advisors
New Jersey
$1.49M +$35.2K +347 +2%
GA
60
GSG Advisors
New Jersey
$1.48M -$3.55K -35 -0.2%
Raymond James Financial
61
Raymond James Financial
Florida
$1.36M -$40.3K -397 -3%
CWP
62
Cyndeo Wealth Partners
Florida
$1.33M +$25.8K +254 +2%
WLPWM
63
Walled Lake Planning & Wealth Management
Illinois
$1.3M -$8.22K -81 -0.6%
BFWA
64
Benchmark Financial Wealth Advisors
Florida
$1.29M +$5.48K +54 +0.4%
EDRH
65
Edmond de Rothschild Holding
Switzerland
$1.24M
Cerity Partners
66
Cerity Partners
New York
$1.2M +$3.45K +34 +0.3%
AAM
67
Ameraudi Asset Management
New York
$1.19M -$97K -956 -8%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$1.13M -$138K -1,364 -11%
PA
69
Parallel Advisors
California
$1.11M +$812 +8 +0.1%
SIC
70
Sage Investment Counsel
Tennessee
$1.07M +$62.5K +616 +6%
SHJ
71
Sharkey, Howes & Javer
Colorado
$1.03M
GRP
72
Global Retirement Partners
California
$983K +$2.23K +22 +0.2%
DWT
73
Dorsey & Whitney Trust
South Dakota
$970K
DWA
74
Delta Wealth Advisors
Indiana
$966K -$71.5K -705 -7%
MAM
75
McLean Asset Management
Virginia
$944K