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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

6% more funds holding

Funds holding: 139148 (+9)

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$1.7M)

1.72% less ownership

Funds ownership: 70.65%68.92% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$430K -$2.65M -26,088 -86%
Jane Street
102
Jane Street
New York
$335K +$330K +3,254 New
WANY
103
Wealthspire Advisors (New York)
New York
$303K
Comerica Bank
104
Comerica Bank
Texas
$291K -$50.7K -500 -15%
ODIJL
105
One Day In July LLC
Vermont
$284K
GF
106
Goodman Financial
Texas
$281K -$71.2K -702 -20%
FPW
107
Fairvoy Private Wealth
Alabama
$278K +$9.43K +93 +4%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$268K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$265K -$5.07K -50 -2%
Creative Planning
110
Creative Planning
Kansas
$265K
Vontobel Holding
111
Vontobel Holding
Switzerland
$259K
DTC
112
Davidson Trust Company
Washington
$258K +$254K +2,502 New
MC
113
Moors & Cabot
Massachusetts
$252K
William Blair & Company
114
William Blair & Company
Illinois
$238K
OHWP
115
Oak Harbor Wealth Partners
North Carolina
$237K
WA
116
WealthTrust Axiom
Pennsylvania
$227K +$223K +2,200 New
SA
117
Sanctuary Advisors
Indiana
$226K -$1.42K -14 -0.6%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$225K +$222K +2,186 New
AssetMark Inc
119
AssetMark Inc
California
$222K
QWP
120
Quotient Wealth Partners
Texas
$219K +$215K +2,123 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$212K +$209K +2,057 New
AWM
122
Axxcess Wealth Management
California
$208K +$205K +2,016 New
KSWA
123
Kathleen S. Wright Associates
Pennsylvania
$206K
JWBC
124
John W. Brooker & Co
California
$201K +$198K +1,949 New
TRCT
125
Tower Research Capital (TRC)
New York
$183K -$179K -1,765 -50%