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iShares MSCI USA Equal Weighted ETF

150 hedge funds and large institutions have $990M 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, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.15% more ownership

Funds ownership: 68.92%71.08% (+2.2%)

1% more funds holding

Funds holding: 148150 (+2)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $1.03B → $990M (-$37.9M)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
50
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dynasty Wealth Management
Florida
$2M -$51M -495,949 -96%
SWP
52
Sagespring Wealth Partners
Tennessee
$1.93M -$44.1M -428,926 -62%
WMG
53
WESCAP Management Group
California
$1.92M -$8.03K -78 -0.4%
Bessemer Group
54
Bessemer Group
New Jersey
$1.79M -$112K -1,090 -6%
SWM
55
Selby Wealth Management
California
$1.75M +$1.74M +16,906 New
SRC
56
Shufro Rose & Co
New York
$1.7M -$9.78K -95 -0.6%
KFC
57
Klingenstein Fields & Co
New York
$1.65M
XPN
58
XY Planning Network
Montana
$1.6M +$1.59M +15,463 New
CSP
59
Cary Street Partners
Virginia
$1.58M +$1.57M +15,239 New
GCG
60
Gilbert Capital Group
Maine
$1.57M -$56.3K -547 -3%
GAM
61
Gotham Asset Management
New York
$1.55M
GA
62
GSG Advisors
New Jersey
$1.48M +$3.5K +34 +0.2%
Raymond James Financial
63
Raymond James Financial
Florida
$1.45M +$81.4K +791 +6%
Cerity Partners
64
Cerity Partners
New York
$1.35M +$140K +1,360 +12%
BFWA
65
Benchmark Financial Wealth Advisors
Florida
$1.31M +$7K +68 +0.5%
WLPWM
66
Walled Lake Planning & Wealth Management
Illinois
$1.29M -$20.6K -200 -2%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.19M +$43.7K +425 +4%
LIA
68
LBMC Investment Advisors
Tennessee
$1.17M +$297K +2,887 +34%
PA
69
Parallel Advisors
California
$1.1M -$13.4K -130 -1%
SIC
70
Sage Investment Counsel
Tennessee
$1.07M -$5.35K -52 -0.5%
SHJ
71
Sharkey, Howes & Javer
Colorado
$1.03M
FF
72
Finley Financial
Nevada
$1.02M +$397K +3,860 +64%
OCA
73
OpenArc Corporate Advisory
Georgia
$990K +$986K +9,578 New
DWT
74
Dorsey & Whitney Trust
South Dakota
$974K
MAM
75
McLean Asset Management
Virginia
$971K