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iShares MSCI USA Equal Weighted ETF

117 hedge funds and large institutions have $744M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
17
Increased
50
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$153M 1,631,539 +773,992 +90%
Bank of America
2
Bank of America
North Carolina
$80.2M 856,667 +314,472 +58%
BlackRock
3
BlackRock
New York
$64.8M 692,000 +490 +0.1%
SFS
4
Strategic Financial Services
New York
$45.1M 482,044 +66,883 +16%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$42.8M 459,877 -17,880 -4%
AWA
6
Arkadios Wealth Advisors
Georgia
$34.2M 365,580 +9,531 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34M 363,431 +6,584 +2%
DADC
8
D.A. Davidson & Co
Montana
$29.7M 317,384 -7,220 -2%
Morgan Stanley
9
Morgan Stanley
New York
$22.5M 240,665 -44,244 -16%
DIA
10
Davidson Investment Advisors
Montana
$18M 191,947 -11,884 -6%
M&T Bank
11
M&T Bank
New York
$15.6M 167,099 +10,391 +7%
LPL Financial
12
LPL Financial
California
$15.5M 165,910 +73,860 +80%
CBT
13
Crews Bank & Trust
Florida
$14.5M 154,518 +4,325 +3%
Wells Fargo
14
Wells Fargo
California
$11.4M 121,462 -74,102 -38%
IF
15
Ironwood Financial
Arizona
$11.2M 119,252 +556 +0.5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$10.3M 109,926 +93,934 +587%
AHSSHC
17
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.96M 106,400 +106,400 New
FAG
18
Financial Architects (Georgia)
Georgia
$7.58M 80,952 +4,060 +5%
RPCA
19
Running Point Capital Advisors
California
$7M 74,765 -2,282 -3%
GWA
20
Genesis Wealth Advisors
Massachusetts
$6.19M 66,161 +2,237 +3%
SFC
21
Swisher Financial Concepts
Ohio
$5.39M 57,581 +57,581 New
FHC
22
First Heartland Consultants
Missouri
$5.24M 55,994 +28,513 +104%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$4.97M 53,076 +53,076 New
Jane Street
24
Jane Street
New York
$4.69M 50,141 +50,141 New
Truist Financial
25
Truist Financial
North Carolina
$4.52M 48,316 +13,260 +38%