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iShares MSCI USA Equal Weighted ETF

139 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $817M → $1.03B (+$213M)

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

17% more funds holding

Funds holding: 119139 (+20)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.23% more ownership

Funds ownership: 67.42%70.65% (+3.2%)

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
32
Increased
43
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$95.9M -$62.3M -664,450 -41%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$81.4M +$33.9M +361,771 +79%
HC
3
Henshaw Capital
Massachusetts
$76.8M
BlackRock
4
BlackRock
New York
$68.6M
Bank of America
5
Bank of America
North Carolina
$53.6M -$29.7M -316,247 -37%
JP Morgan Chase
6
JP Morgan Chase
New York
$49.4M +$44.1M +469,888 +1,626%
SWP
7
Sagespring Wealth Partners
Tennessee
$41.2M +$39M +415,915 New
G
8
GenTrust
Florida
$40.8M +$38.6M +411,470 New
AWA
9
Arkadios Wealth Advisors
Georgia
$38.5M +$2.1M +22,449 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$34.9M -$1.03M -11,027 -3%
SFS
11
Strategic Financial Services
New York
$33.8M -$13.3M -141,383 -29%
Morgan Stanley
12
Morgan Stanley
New York
$32.2M +$7.9M +84,250 +35%
DADC
13
D.A. Davidson & Co
Montana
$31.1M -$356K -3,801 -1%
PSP
14
Principal Street Partners
Tennessee
$30.7M +$29M +309,692 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$25.1M +$13.5M +143,675 +131%
PAG
16
Private Advisory Group
Washington
$20.2M +$19.1M +204,117 New
DIA
17
Davidson Investment Advisors
Montana
$19.6M +$565K +6,028 +3%
M&T Bank
18
M&T Bank
New York
$16.6M
CBT
19
Crews Bank & Trust
Florida
$16.1M +$722K +7,702 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$15.6M +$14.8M +157,669 New
IF
21
Ironwood Financial
Arizona
$11.2M
LPL Financial
22
LPL Financial
California
$11.1M -$5.06M -53,978 -33%
AHSSHC
23
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.5M
Wells Fargo
24
Wells Fargo
California
$10.3M -$1.63M -17,403 -14%
Osaic Holdings
25
Osaic Holdings
Arizona
$9.44M +$7.08M +75,501 +382%

EUSA Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q2 2025, worth a combined $1.03B — up 26% from $817M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EUSA positions and 12 closed out — a net gain of 20 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $44.1M. The largest seller was Stifel Financial, cutting an estimated $62.3M.

  • 139 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q2 2025, up from 119 in Q1 2025.
  • Funds reported $1.03B of iShares MSCI USA Equal Weighted ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 32 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q2 2025 and 12 closed out, a net change of +20 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $44.1M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q2 2025 was Stifel Financial, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2025.