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iShares MSCI USA Equal Weighted ETF

150 hedge funds and large institutions have $990M 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, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.15% more ownership

Funds ownership: 68.92%71.08% (+2.2%)

1% more funds holding

Funds holding: 148150 (+2)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $1.03B → $990M (-$37.9M)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
50
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$344K +$51.5K +500 +18%
GFA
102
Gallagher Fiduciary Advisors
Illinois
$333K +$332K +3,225 New
WANY
103
Wealthspire Advisors (New York)
New York
$305K
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$297K +$27.8K +270 +10%
ODIJL
105
One Day In July LLC
Vermont
$285K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$268K +$54.7K +532 +26%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$266K
Vontobel Holding
108
Vontobel Holding
Switzerland
$260K
DTC
109
Davidson Trust Company
Washington
$259K
RSWM
110
Robertson Stephens Wealth Management
California
$257K -$399K -3,880 -61%
WA
111
WealthTrust Axiom
Pennsylvania
$255K +$27.4K +266 +12%
MC
112
Moors & Cabot
Massachusetts
$253K
SA
113
Sanctuary Advisors
Indiana
$246K +$19.4K +189 +9%
OHWP
114
Oak Harbor Wealth Partners
North Carolina
$238K
CP
115
Creekside Partners
California
$238K +$237K +2,305 New
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$238K -$360K -3,500 -60%
LS
117
LCW Services
Virginia
$226K +$225K +2,182 New
AssetMark Inc
118
AssetMark Inc
California
$220K -$2.47K -24 -1%
Creative Planning
119
Creative Planning
Kansas
$212K -$53.9K -524 -20%
AWM
120
Axxcess Wealth Management
California
$210K +$1.13K +11 +0.5%
HPC
121
HM Payson & Co
Maine
$207K +$206K +2,000 New
JWBC
122
John W. Brooker & Co
California
$201K
William Blair & Company
123
William Blair & Company
Illinois
$199K -$40K -389 -17%
KAS
124
Kestra Advisory Services
Texas
$171K +$170K +1,650 New
CF
125
Centaurus Financial
California
$170K -$926 -9 -0.5%