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iShares MSCI USA Equal Weighted ETF

117 hedge funds and large institutions have $744M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
17
Increased
50
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
76
WealthShield Partners
North Carolina
$475K +$7.21K +77 +2%
OWA
77
One Wealth Advisors
California
$458K +$458K +4,896 New
CWM
78
Cornerstone Wealth Management
Missouri
$453K -$5.43K -58 -1%
CWM
79
Congress Wealth Management
Massachusetts
$452K +$94 +1 +0%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$445K +$71.2K +761 +19%
KFC
81
Klingenstein Fields & Co
New York
$443K
FF
82
Finley Financial
Nevada
$440K +$440K +4,800 New
EWA
83
EP Wealth Advisors
California
$434K +$3.93K +42 +0.9%
EH
84
Equitable Holdings
New York
$404K +$109K +1,168 +37%
Creative Planning
85
Creative Planning
Kansas
$345K
ASN
86
Advisory Services Network
Georgia
$342K +$14K +150 +4%
CGA
87
Crescent Grove Advisors
Illinois
$324K +$74.6K +797 +30%
William Blair & Company
88
William Blair & Company
Illinois
$323K
GFA
89
Gallagher Fiduciary Advisors
Illinois
$302K +$302K +3,225 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$298K -$29K -310 -9%
WANY
91
Wealthspire Advisors (New York)
New York
$276K -$47.5K -508 -15%
VF
92
Virtu Financial
New York
$270K +$270K +2,888 New
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$243K
Vontobel Holding
94
Vontobel Holding
Switzerland
$235K +$235K +2,513 New
CF
95
Centaurus Financial
California
$229K -$16.8K -180 -7%
MC
96
Moors & Cabot
Massachusetts
$221K +$221K +2,366 New
OHWP
97
Oak Harbor Wealth Partners
North Carolina
$216K
PCIA
98
Prime Capital Investment Advisors
Kansas
$214K +$562 +6 +0.3%
KSWA
99
Kathleen S. Wright Associates
Pennsylvania
$187K -$54.3K -580 -22%
CWP
100
Concord Wealth Partners
Virginia
$140K