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iShares MSCI USA Equal Weighted ETF

150 hedge funds and large institutions have $990M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.15% more ownership

Funds ownership: 68.92%71.08% (+2.2%)

1% more funds holding

Funds holding: 148150 (+2)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $1.03B → $990M (-$37.9M)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
50
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
76
Crescent Grove Advisors
Illinois
$935K +$351K +3,408 +60%
GRP
77
Global Retirement Partners
California
$931K -$54.7K -532 -6%
GF
78
Goodman Financial
Texas
$898K +$612K +5,952 +218%
DWA
79
Delta Wealth Advisors
Indiana
$889K -$80.3K -780 -8%
Ameriprise
80
Ameriprise
Minnesota
$859K +$157K +1,530 +23%
AGP
81
Aspire Growth Partners
Florida
$851K +$4.53K +44 +0.5%
WB
82
Webster Bank
Connecticut
$844K -$22.1K -215 -3%
CAL
83
Capital Analysts LLC
Pennsylvania
$836K
TWM
84
Tolleson Wealth Management
Texas
$825K
YIA
85
YHB Investment Advisors
Connecticut
$796K
OIA
86
OneDigital Investment Advisors
Kansas
$786K -$144K -1,402 -16%
ZIC
87
ZWJ Investment Counsel
Georgia
$745K +$308K +2,993 +71%
UW
88
Unique Wealth
Florida
$691K -$4.77M -46,383 -87%
FF
89
Farrell Financial
New York
$687K +$2.98K +29 +0.4%
PA
90
PFG Advisors
Arizona
$686K +$67.8K +659 +11%
MCP
91
Miller Capital Partners
Michigan
$685K +$682K +6,626 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$669K +$139K +1,350 +26%
EWA
93
Evolution Wealth Advisors
Florida
$664K
EH
94
Equitable Holdings
New York
$605K +$44.9K +436 +8%
RCG
95
Regatta Capital Group
California
$594K
BCA
96
Bay Capital Advisors
Virginia
$569K -$10.3K -100 -2%
NA
97
NewEdge Advisors
Louisiana
$543K -$19.8K -192 -4%
CWM
98
Cornerstone Wealth Management
Missouri
$499K -$1.34K -13 -0.3%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$468K +$103 +1 +0%
WP
100
WealthShield Partners
North Carolina
$461K -$19.3K -188 -4%