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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

6% more funds holding

Funds holding: 139148 (+9)

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$1.7M)

1.72% less ownership

Funds ownership: 70.65%68.92% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$927K +$609 +6 +0.1%
LIA
77
LBMC Investment Advisors
Tennessee
$865K
WB
78
Webster Bank
Connecticut
$863K +$35.5K +350 +4%
AGP
79
Aspire Growth Partners
Florida
$844K +$3.55K +35 +0.4%
CAL
80
Capital Analysts LLC
Pennsylvania
$833K
TWM
81
Tolleson Wealth Management
Texas
$821K
YIA
82
YHB Investment Advisors
Connecticut
$793K
Ameriprise
83
Ameriprise
Minnesota
$698K +$507 +5 +0.1%
FF
84
Farrell Financial
New York
$681K +$2.54K +25 +0.4%
EWA
85
Evolution Wealth Advisors
Florida
$662K
RSWM
86
Robertson Stephens Wealth Management
California
$655K +$646K +6,365 New
FF
87
Finley Financial
Nevada
$618K
PA
88
PFG Advisors
Arizona
$615K +$606K +5,974 New
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$598K
RCG
90
Regatta Capital Group
California
$592K
CGA
91
Crescent Grove Advisors
Illinois
$580K +$161K +1,592 +39%
BCA
92
Bay Capital Advisors
Virginia
$577K
NA
93
NewEdge Advisors
Louisiana
$560K -$5.99K -59 -1%
EH
94
Equitable Holdings
New York
$557K +$94.9K +936 +21%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$527K +$97.6K +962 +23%
OWA
96
One Wealth Advisors
California
$504K
CWM
97
Cornerstone Wealth Management
Missouri
$498K +$203 +2 +0%
WP
98
WealthShield Partners
North Carolina
$479K -$11.3K -111 -2%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$466K +$459K +4,524 New
ZIC
100
ZWJ Investment Counsel
Georgia
$434K +$63.3K +624 +17%