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iShares MSCI USA Equal Weighted ETF

149 hedge funds and large institutions have $906M 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, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $949M → $906M (-$42.3M)

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$77.7M
2 +$15.6M
3 +$7.95M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.95M
5
Goldman Sachs
Goldman Sachs
New York
+$5.57M

Top Sellers

1 -$51M
2 -$50.4M
3 -$44.1M
4
BlackRock
BlackRock
New York
-$18.8M
5
UW
Unique Wealth
Florida
-$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
101
Wealthspire Advisors (New York)
New York
$305K
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$297K
ODIJL
103
One Day In July LLC
Vermont
$285K
CAL
104
Capital Analysts LLC
Pennsylvania
$278K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$268K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$266K
Vontobel Holding
107
Vontobel Holding
Switzerland
$260K
DTC
108
Davidson Trust Company
Washington
$259K
RSWM
109
Robertson Stephens Wealth Management
California
$257K
WA
110
WealthTrust Axiom
Pennsylvania
$255K
MC
111
Moors & Cabot
Massachusetts
$253K
SA
112
Sanctuary Advisors
Indiana
$246K
OHWP
113
Oak Harbor Wealth Partners
North Carolina
$238K
CP
114
Creekside Partners
California
$238K
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$238K
LS
116
LCW Services
Virginia
$226K
AssetMark Inc
117
AssetMark Inc
California
$220K
Creative Planning
118
Creative Planning
Kansas
$212K
AWM
119
Axxcess Wealth Management
California
$210K
HPC
120
HM Payson & Co
Maine
$207K
JWBC
121
John W. Brooker & Co
California
$201K
William Blair & Company
122
William Blair & Company
Illinois
$199K
KAS
123
Kestra Advisory Services
Texas
$171K
CF
124
Centaurus Financial
California
$170K
CWP
125
Concord Wealth Partners
Virginia
$155K