We are live on ! Find out more
EUSA icon

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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$96.6K +$100K +950 New
AssetMark Inc
127
AssetMark Inc
California
$81.6K -$140K -1,326 -62%
HAP
128
Harbor Asset Planning
Massachusetts
$76.4K +$211 +2 +0.3%
AAP
129
Arax Advisory Partners
Colorado
$68.1K +$60.2K +570 +570%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$44.9K -$79.1K -749 -63%
Lazard Asset Management
131
Lazard Asset Management
New York
$41.1K
ACA
132
Aptus Capital Advisors
Alabama
$31K +$3.17K +30 +11%
BWL
133
Bogart Wealth LLC
Virginia
$29.6K +$5.38K +51 +21%
GFA
134
Gallagher Fiduciary Advisors
Illinois
$23.4K +$32.2M +304,829 +9,452%
HBW
135
Hazlett, Burt & Watson
West Virginia
$20K
WOSD
136
WFA of San Diego
California
$16.8K
AFG
137
Albion Financial Group
Utah
$10.2K +$10.6K +100 New
VERPA
138
Virginia Estate & Retirement Planning Advisors
Virginia
$7.2K +$16.7K +158 New
IAIM
139
International Assets Investment Management
Florida
$5.11K
AF
140
Allworth Financial
California
$4.07K
GWS
141
Glassman Wealth Services
Virginia
$3.05K
LFG
142
Larson Financial Group
Missouri
$3.05K +$3.17K +30 New
Citigroup
143
Citigroup
New York
$1.93K
1IA
144
1620 Investment Advisors
Massachusetts
$1.93K +$211 +2 +12%
VAI
145
Vanguard Advisers Inc
Pennsylvania
$1.35K +$1.37K +13 New
CA
146
CoreCap Advisors
Michigan
$1.12K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$407 +$422 +4 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$102 +$106 +1 New
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$4.36M -42,200 Closed
Citadel Advisors
150
Citadel Advisors
Florida
-$2.44M -23,563 Closed