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iShares MSCI USA Equal Weighted ETF

139 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $817M → $1.03B (+$213M)

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

17% more funds holding

Funds holding: 119139 (+20)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.23% more ownership

Funds ownership: 67.42%70.65% (+3.2%)

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
32
Increased
43
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$892K +$469 +5 +0.1%
LIA
77
LBMC Investment Advisors
Tennessee
$833K +$788K +8,400 New
AGP
78
Aspire Growth Partners
Florida
$809K -$526K -5,608 -41%
CAL
79
Capital Analysts LLC
Pennsylvania
$801K
WB
80
Webster Bank
Connecticut
$796K +$186K +1,989 +33%
TWM
81
Tolleson Wealth Management
Texas
$791K
YIA
82
YHB Investment Advisors
Connecticut
$763K
Ameriprise
83
Ameriprise
Minnesota
$671K -$35.8K -382 -5%
VF
84
Virtu Financial
New York
$664K +$358K +3,813 +132%
FF
85
Farrell Financial
New York
$653K -$14.2K -151 -2%
EWA
86
Evolution Wealth Advisors
Florida
$637K +$603K +6,426 New
FF
87
Finley Financial
Nevada
$595K +$113K +1,200 +25%
Corient Private Wealth
88
Corient Private Wealth
Florida
$578K -$174K -1,855 -24%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$575K
RCG
90
Regatta Capital Group
California
$570K +$539K +5,749 New
BCA
91
Bay Capital Advisors
Virginia
$555K
NA
92
NewEdge Advisors
Louisiana
$545K -$115K -1,224 -18%
OWA
93
One Wealth Advisors
California
$485K
CWM
94
Cornerstone Wealth Management
Missouri
$479K -$656 -7 -0.1%
CWM
95
Congress Wealth Management
Massachusetts
$479K
WP
96
WealthShield Partners
North Carolina
$472K -$29.6K -316 -6%
KFC
97
Klingenstein Fields & Co
New York
$470K
EH
98
Equitable Holdings
New York
$444K +$14.7K +157 +4%
EWA
99
EP Wealth Advisors
California
$439K -$20.2K -215 -5%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$412K -$55.8K -595 -13%

EUSA Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2025, worth a combined $1.03B — up 26% from $817M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EUSA positions and 12 closed out — a net gain of 20 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $44.1M. The largest seller was Stifel Financial, cutting an estimated $62.3M.

  • 139 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2025, up from 119 in Q1 2025.
  • Funds reported $1.03B of iShares MSCI USA Equal Weighted ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2025 and 12 closed out, a net change of +20 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $44.1M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2025 was Stifel Financial, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2025.