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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.01B invested in iShares MSCI USA Equal Weighted ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 34

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $990M → $1.01B (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.31% less ownership

Funds ownership: 71.08%69.77% (-1.3%)

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
69
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
101
MGO Private Wealth
California
$357K -$2.34M -22,127 -86%
WA
102
WealthTrust Axiom
Pennsylvania
$347K +$100K +948 +38%
CP
103
Creekside Partners
California
$322K +$90.8K +860 +37%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$316K +$54.6K +517 +20%
WANY
105
Wealthspire Advisors (New York)
New York
$300K
ODIJL
106
One Day In July LLC
Vermont
$297K +$17.8K +169 +6%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$292K +$106 +1 +0%
SA
108
Sanctuary Advisors
Indiana
$256K +$13.9K +132 +6%
Vontobel Holding
109
Vontobel Holding
Switzerland
$256K
DTC
110
Davidson Trust Company
Washington
$255K
RSWM
111
Robertson Stephens Wealth Management
California
$254K +$950 +9 +0.4%
MC
112
Moors & Cabot
Massachusetts
$249K
OHWP
113
Oak Harbor Wealth Partners
North Carolina
$235K
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$234K
Creative Planning
115
Creative Planning
Kansas
$208K
William Blair & Company
116
William Blair & Company
Illinois
$196K
UBS AM
117
UBS AM
Illinois
$180K +$106K +1,002 +131%
TRCT
118
Tower Research Capital (TRC)
New York
$175K +$182K +1,723 New
CF
119
Centaurus Financial
California
$167K -$211 -2 -0.1%
CA
120
Clearstead Advisors
Ohio
$147K
S
121
SignatureFD
Georgia
$113K
FWP
122
FAS Wealth Partners
Kansas
$111K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$110K +$4.22K +40 +4%
CSC
124
Caldwell Sutter Capital
California
$100K +$75K +711 +259%
AC
125
AlphaCore Capital
California
$99.1K +$317 +3 +0.3%