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iShares MSCI USA Equal Weighted ETF

119 hedge funds and large institutions have $817M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $692M → $817M (+$124M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 111119 (+8)

2.37% more ownership

Funds ownership: 65.05%67.42% (+2.4%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
17
Increased
51
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
101
Kathleen S. Wright Associates
Pennsylvania
$187K -$56.2K -580 -22%
CWP
102
Concord Wealth Partners
Virginia
$140K
Comerica Bank
103
Comerica Bank
Texas
$137K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$114K -$35K -361 -23%
FWP
105
FAS Wealth Partners
Kansas
$102K
Citigroup
106
Citigroup
New York
$47.3K -$761K -7,863 -94%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$45.7K +$47.3K +488 New
ACA
108
Atlas Capital Advisors
Wyoming
$44.5K +$46K +475 New
RTC
109
Riverview Trust Company
Washington
$22.3K -$22.9K -237 -50%
CCM
110
Coldstream Capital Management
Washington
$21.6K +$22.4K +231 New
ACA
111
Aptus Capital Advisors
Alabama
$19.2K
AF
112
Allworth Financial
California
$18.2K -$52.5K -542 -73%
ADL
113
Asset Dedication LLC
California
$11K -$678 -7 -6%
CIA
114
Cape Investment Advisory
Georgia
$7.77K
HCA
115
Heck Capital Advisors
Wisconsin
$5.38K
PS
116
Principal Securities
Iowa
$4.67K
GWS
117
Glassman Wealth Services
Virginia
$2.81K +$1.16K +12 +67%
NWM
118
Nova Wealth Management
Florida
$1.5K
1IA
119
1620 Investment Advisors
Massachusetts
$749 +$775 +8 New
SCA
120
Snowden Capital Advisors
New York
-$2.61M -27,322 Closed
GF
121
Goodman Financial
Texas
-$932K -9,773 Closed
SC
122
Syon Capital
California
-$377K -3,951 Closed
FPW
123
Flagship Private Wealth
Massachusetts
-$307K -3,223 Closed
CIBC World Market
124
CIBC World Market
Ontario, Canada
-$202K -2,120 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
-$29.8K -300 Closed