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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
CWP
126
Concord Wealth Partners
Virginia
$155K
CA
127
Clearstead Advisors
Ohio
$150K +$149K +1,448 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$123K -$102K -996 -46%
S
129
SignatureFD
Georgia
$115K
FWP
130
FAS Wealth Partners
Kansas
$113K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$107K -$9.36K -91 -8%
AC
132
AlphaCore Capital
California
$100K +$99.8K +970 New
UBS AM
133
UBS AM
Illinois
$79.2K +$78.8K +766 New
HAP
134
Harbor Asset Planning
Massachusetts
$77.4K +$24.9K +242 +48%
Lazard Asset Management
135
Lazard Asset Management
New York
$41.8K
ACA
136
Aptus Capital Advisors
Alabama
$28.4K +$1.03K +10 +4%
CSC
137
Caldwell Sutter Capital
California
$28.4K +$28.3K +275 New
BWL
138
Bogart Wealth LLC
Virginia
$24.8K +$24.7K +240 New
UCB
139
United Community Bank
South Carolina
$22K +$21.9K +213 New
HBW
140
Hazlett, Burt & Watson
West Virginia
$20K
WOSD
141
WFA of San Diego
California
$17.1K
KBFS
142
Kohmann Bosshard Financial Services
Ohio
$12.6K +$12.6K +122 New
AAP
143
Arax Advisory Partners
Colorado
$10.3K
CIA
144
Cape Investment Advisory
Georgia
$8.58K
IAIM
145
International Assets Investment Management
Florida
$5.17K +$5.14K +50 New
AF
146
Allworth Financial
California
$4.13K
GWS
147
Glassman Wealth Services
Virginia
$3.1K
Citigroup
148
Citigroup
New York
$1.96K
1IA
149
1620 Investment Advisors
Massachusetts
$1.76K
CA
150
CoreCap Advisors
Michigan
$1.14K -$4.01K -39 -78%