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iShares MSCI USA Equal Weighted ETF

119 hedge funds and large institutions have $817M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $692M → $817M (+$124M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 111119 (+8)

2.37% more ownership

Funds ownership: 65.05%67.42% (+2.4%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
17
Increased
51
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$153M +$75M +773,992 +90%
Bank of America
2
Bank of America
North Carolina
$80.2M +$30.5M +314,472 +58%
HC
3
Henshaw Capital
Massachusetts
$72.5M +$6.14M +63,450 +9%
BlackRock
4
BlackRock
New York
$64.8M +$47.5K +490 +0.1%
SFS
5
Strategic Financial Services
New York
$45.1M +$6.48M +66,883 +16%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$42.8M -$1.73M -17,880 -4%
AWA
7
Arkadios Wealth Advisors
Georgia
$34.2M +$923K +9,531 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34M +$638K +6,584 +2%
DADC
9
D.A. Davidson & Co
Montana
$29.7M -$699K -7,220 -2%
Morgan Stanley
10
Morgan Stanley
New York
$22.5M -$4.28M -44,244 -16%
DIA
11
Davidson Investment Advisors
Montana
$18M -$1.15M -11,884 -6%
M&T Bank
12
M&T Bank
New York
$15.6M +$1.01M +10,391 +7%
LPL Financial
13
LPL Financial
California
$15.5M +$7.15M +73,860 +80%
CBT
14
Crews Bank & Trust
Florida
$14.5M +$419K +4,325 +3%
Wells Fargo
15
Wells Fargo
California
$11.4M -$7.18M -74,102 -38%
IF
16
Ironwood Financial
Arizona
$11.2M +$53.8K +556 +0.5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$9.1M +93,934 +587%
AHSSHC
18
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.96M +$10.3M +106,400 New
FAG
19
Financial Architects (Georgia)
Georgia
$7.58M +$393K +4,060 +5%
RPCA
20
Running Point Capital Advisors
California
$7M -$221K -2,282 -3%
GWA
21
Genesis Wealth Advisors
Massachusetts
$6.19M +$217K +2,237 +3%
SFC
22
Swisher Financial Concepts
Ohio
$5.39M +$5.58M +57,581 New
FHC
23
First Heartland Consultants
Missouri
$5.24M +$2.76M +28,513 +104%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$4.97M +$5.14M +53,076 New
Jane Street
25
Jane Street
New York
$4.69M +$4.86M +50,141 New