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iShares MSCI USA Equal Weighted ETF

133 hedge funds and large institutions have $858M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
1.79%
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
39
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WANY
101
Wealthspire Advisors (New York)
New York
$292K 2,946
ODIJL
102
One Day In July LLC
Vermont
$273K 2,754 +2,754 New
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$260K 2,623 -560 -18%
FPW
104
Fairvoy Private Wealth
Alabama
$258K 2,604 +2,604 New
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$258K 2,600
Creative Planning
106
Creative Planning
Kansas
$255K 2,571 -1,119 -30%
Vontobel Holding
107
Vontobel Holding
Switzerland
$249K 2,513
MC
108
Moors & Cabot
Massachusetts
$243K 2,449 +83 +4%
William Blair & Company
109
William Blair & Company
Illinois
$229K 2,314 -1,135 -33%
OHWP
110
Oak Harbor Wealth Partners
North Carolina
$229K 2,306
CF
111
Centaurus Financial
California
$227K 2,290 -158 -6%
BRWA
112
B. Riley Wealth Advisors
Florida
$221K 2,233 +2,233 New
AssetMark Inc
113
AssetMark Inc
California
$213K 2,152 +2,152 New
CIBC World Market
114
CIBC World Market
Ontario, Canada
$210K 2,120 +2,120 New
KSWA
115
Kathleen S. Wright Associates
Pennsylvania
$198K 2,000
CWP
116
Concord Wealth Partners
Virginia
$149K 1,500
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$123K 1,245 +23 +2%
FWP
118
FAS Wealth Partners
Kansas
$108K 1,090
HAP
119
Harbor Asset Planning
Massachusetts
$50.3K 507 +507 New
AAS
120
Ameritas Advisory Services
Nebraska
$34.5K 348 +348 New
RTC
121
Riverview Trust Company
Washington
$23.6K 238
GFA
122
Gallagher Fiduciary Advisors
Illinois
$22.8K 303,271 +300,046 +9,304%
BFP
123
Briaud Financial Planning
Texas
$21K 212 +212 New
ACA
124
Aptus Capital Advisors
Alabama
$20.3K 205
WOSD
125
WFA of San Diego
California
$16.4K 165 +165 New