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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

135 hedge funds and large institutions have $942M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
41
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49.4M
2
SWP
Sagespring Wealth Partners
Tennessee
$41.2M
3
G
GenTrust
Florida
$40.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$81.4M
5
PSP
Principal Street Partners
Tennessee
$30.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$95.9M
2
Bank of America
Bank of America
North Carolina
$53.6M
3
SFS
Strategic Financial Services
New York
$33.8M
4
LPL Financial
LPL Financial
California
$11.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$95.9M -$65.9M -664,450 -41%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$81.4M +$35.9M +361,771 +79%
BlackRock
3
BlackRock
New York
$68.6M – – –
Bank of America
4
Bank of America
North Carolina
$53.6M -$31.3M -316,247 -37%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$49.4M +$46.6M +469,888 +1,626%
SWP
6
Sagespring Wealth Partners
Tennessee
$41.2M +$41.2M +415,915 New
G
7
GenTrust
Florida
$40.8M +$40.8M +411,470 New
AWA
8
Arkadios Wealth Advisors
Georgia
$38.5M +$2.23M +22,449 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$34.9M -$1.09M -11,027 -3%
SFS
10
Strategic Financial Services
New York
$33.8M -$14M -141,383 -29%
Morgan Stanley
11
Morgan Stanley
New York
$32.2M +$8.35M +84,250 +35%
DADC
12
D.A. Davidson & Co
Montana
$31.1M -$377K -3,801 -1%
PSP
13
Principal Street Partners
Tennessee
$30.7M +$30.7M +309,692 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$25.1M +$14.2M +143,675 +131%
PAG
15
Private Advisory Group
Washington
$20.2M +$20.2M +204,117 New
DIA
16
Davidson Investment Advisors
Montana
$19.6M +$597K +6,028 +3%
M&T Bank
17
M&T Bank
New York
$16.6M – – –
CBT
18
Crews Bank & Trust
Florida
$16.1M +$763K +7,702 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.6M +$15.6M +157,669 New
IF
20
Ironwood Financial
Arizona
$11.2M – – –
LPL Financial
21
LPL Financial
California
$11.1M -$5.35M -53,978 -33%
AHSSHC
22
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.5M – – –
Wells Fargo
23
Wells Fargo
California
$10.3M -$1.72M -17,403 -14%
Goldman Sachs
24
Goldman Sachs
New York
$8.25M +$6.7M +67,617 +434%
FAG
25
Financial Architects (Georgia)
Georgia
$7.6M -$428K -4,322 -5%
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