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iShares MSCI USA Equal Weighted ETF

135 hedge funds and large institutions have $942M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
41
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
76
Capital Analysts LLC
Pennsylvania
$801K
WB
77
Webster Bank
Connecticut
$796K +$197K +1,989 +33%
TWM
78
Tolleson Wealth Management
Texas
$791K
YIA
79
YHB Investment Advisors
Connecticut
$763K
Ameriprise
80
Ameriprise
Minnesota
$671K -$37.9K -382 -5%
VF
81
Virtu Financial
New York
$664K +$378K +3,813 +132%
FF
82
Farrell Financial
New York
$653K -$15K -151 -2%
EWA
83
Evolution Wealth Advisors
Florida
$637K +$637K +6,426 New
FF
84
Finley Financial
Nevada
$595K +$119K +1,200 +25%
Corient Private Wealth
85
Corient Private Wealth
Florida
$578K -$180K -1,855 -24%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$575K
RCG
87
Regatta Capital Group
California
$570K +$570K +5,749 New
BCA
88
Bay Capital Advisors
Virginia
$555K
NA
89
NewEdge Advisors
Louisiana
$545K -$121K -1,224 -18%
OWA
90
One Wealth Advisors
California
$485K
CWM
91
Cornerstone Wealth Management
Missouri
$479K -$694 -7 -0.1%
CWM
92
Congress Wealth Management
Massachusetts
$479K
WP
93
WealthShield Partners
North Carolina
$472K -$31.3K -316 -6%
KFC
94
Klingenstein Fields & Co
New York
$470K
EH
95
Equitable Holdings
New York
$444K +$15.6K +157 +4%
EWA
96
EP Wealth Advisors
California
$439K -$21.3K -215 -5%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$412K -$58.9K -595 -13%
CGA
98
Crescent Grove Advisors
Illinois
$401K +$58.1K +586 +17%
ZIC
99
ZWJ Investment Counsel
Georgia
$356K +$356K +3,593 New
TRCT
100
Tower Research Capital (TRC)
New York
$351K -$507K -5,120 -59%