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iShares MSCI USA Equal Weighted ETF

139 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $817M → $1.03B (+$213M)

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

17% more funds holding

Funds holding: 119139 (+20)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.23% more ownership

Funds ownership: 67.42%70.65% (+3.2%)

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
32
Increased
43
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
101
Crescent Grove Advisors
Illinois
$401K +$54.9K +586 +17%
ZIC
102
ZWJ Investment Counsel
Georgia
$356K +$337K +3,593 New
TRCT
103
Tower Research Capital (TRC)
New York
$351K -$480K -5,120 -59%
GF
104
Goodman Financial
Texas
$340K +$322K +3,435 New
Comerica Bank
105
Comerica Bank
Texas
$330K +$174K +1,860 +127%
WANY
106
Wealthspire Advisors (New York)
New York
$292K
ODIJL
107
One Day In July LLC
Vermont
$273K +$258K +2,754 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$260K -$52.5K -560 -18%
FPW
109
Fairvoy Private Wealth
Alabama
$258K +$244K +2,604 New
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$258K
Creative Planning
111
Creative Planning
Kansas
$255K -$105K -1,119 -30%
Vontobel Holding
112
Vontobel Holding
Switzerland
$249K
MC
113
Moors & Cabot
Massachusetts
$243K +$7.78K +83 +4%
William Blair & Company
114
William Blair & Company
Illinois
$229K -$106K -1,135 -33%
OHWP
115
Oak Harbor Wealth Partners
North Carolina
$229K
CF
116
Centaurus Financial
California
$227K -$14.8K -158 -6%
BRWA
117
B. Riley Wealth Advisors
Florida
$221K +$209K +2,233 New
SA
118
Sanctuary Advisors
Indiana
$219K +$207K +2,208 New
AssetMark Inc
119
AssetMark Inc
California
$213K +$202K +2,152 New
CIBC World Market
120
CIBC World Market
Ontario, Canada
$210K +$199K +2,120 New
KSWA
121
Kathleen S. Wright Associates
Pennsylvania
$198K
CWP
122
Concord Wealth Partners
Virginia
$149K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$123K +$2.16K +23 +2%
FWP
124
FAS Wealth Partners
Kansas
$108K
HAP
125
Harbor Asset Planning
Massachusetts
$50.3K +$47.5K +507 New

EUSA Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2025, worth a combined $1.03B — up 26% from $817M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EUSA positions and 12 closed out — a net gain of 20 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $44.1M. The largest seller was Stifel Financial, cutting an estimated $62.3M.

  • 139 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2025, up from 119 in Q1 2025.
  • Funds reported $1.03B of iShares MSCI USA Equal Weighted ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2025 and 12 closed out, a net change of +20 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $44.1M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2025 was Stifel Financial, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2025.