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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
BCA
76
Bay Capital Advisors
Virginia
$524K -$58.1K -600 -10%
DWA
77
Delta Wealth Advisors
Indiana
$482K -$233K -2,408 -32%
WP
78
WealthShield Partners
North Carolina
$475K +$7.46K +77 +2%
OWA
79
One Wealth Advisors
California
$458K +$474K +4,896 New
CWM
80
Cornerstone Wealth Management
Missouri
$453K -$5.62K -58 -1%
CWM
81
Congress Wealth Management
Massachusetts
$452K +$97 +1 +0%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$445K +$73.7K +761 +19%
KFC
83
Klingenstein Fields & Co
New York
$443K
FF
84
Finley Financial
Nevada
$440K +$465K +4,800 New
EWA
85
EP Wealth Advisors
California
$434K +$4.07K +42 +0.9%
EH
86
Equitable Holdings
New York
$404K +$113K +1,168 +37%
Creative Planning
87
Creative Planning
Kansas
$345K
ASN
88
Advisory Services Network
Georgia
$342K +$14.5K +150 +4%
CGA
89
Crescent Grove Advisors
Illinois
$324K +$77.2K +797 +30%
William Blair & Company
90
William Blair & Company
Illinois
$323K
GFA
91
Gallagher Fiduciary Advisors
Illinois
$302K +$312K +3,225 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$298K -$30K -310 -9%
WANY
93
Wealthspire Advisors (New York)
New York
$276K -$49.2K -508 -15%
VF
94
Virtu Financial
New York
$270K +$280K +2,888 New
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$243K
Vontobel Holding
96
Vontobel Holding
Switzerland
$235K +$243K +2,513 New
CF
97
Centaurus Financial
California
$229K -$17.4K -180 -7%
MC
98
Moors & Cabot
Massachusetts
$221K +$229K +2,366 New
OHWP
99
Oak Harbor Wealth Partners
North Carolina
$216K
PCIA
100
Prime Capital Investment Advisors
Kansas
$214K +$581 +6 +0.3%