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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
CF
126
Centaurus Financial
California
$171K -$64.2K -633 -28%
CWP
127
Concord Wealth Partners
Virginia
$154K
AWM
128
Activest Wealth Management
Florida
$136K +$134K +1,320 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$116K -$11.8K -116 -9%
S
130
SignatureFD
Georgia
$114K +$113K +1,111 New
FWP
131
FAS Wealth Partners
Kansas
$112K
HAP
132
Harbor Asset Planning
Massachusetts
$52.1K
Lazard Asset Management
133
Lazard Asset Management
New York
$41.6K +$41K +404 New
ACA
134
Aptus Capital Advisors
Alabama
$27.3K +$6.09K +60 +29%
AAS
135
Ameritas Advisory Services
Nebraska
$27.1K -$8.62K -85 -24%
AWM
136
AE Wealth Management
Kansas
$25.7K +$25.4K +250 New
HBW
137
Hazlett, Burt & Watson
West Virginia
$20K +$7.61K +75 +65%
WOSD
138
WFA of San Diego
California
$17K
PS
139
Principal Securities
Iowa
$13.8K +$3.15K +31 +30%
AAP
140
Arax Advisory Partners
Colorado
$10.3K
CT
141
Coastline Trust
Rhode Island
$8.75K +$8.62K +85 New
CIA
142
Cape Investment Advisory
Georgia
$8.55K
CA
143
CoreCap Advisors
Michigan
$5.15K +$5.07K +50 New
AF
144
Allworth Financial
California
$4.12K +$4.06K +40 New
GWS
145
Glassman Wealth Services
Virginia
$3.09K
GTAM
146
Global Trust Asset Management
Florida
$2.37K +$2.33K +23 New
Citigroup
147
Citigroup
New York
$1.96K
1IA
148
1620 Investment Advisors
Massachusetts
$1.75K +$913 +9 +113%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
-$81.4M -821,648 Closed
GFA
150
Gallagher Fiduciary Advisors
Illinois
-$22.8K -303,271 Closed