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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.03B invested in iShares MSCI USA Equal Weighted ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

6% more funds holding

Funds holding: 139148 (+9)

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$1.7M)

1.72% less ownership

Funds ownership: 70.65%68.92% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$189M +$87.9M +866,869 +90%
HC
2
Henshaw Capital
Massachusetts
$79.7M
JP Morgan Chase
3
JP Morgan Chase
New York
$55.5M +$4.12M +40,568 +8%
DWM
4
Dynasty Wealth Management
Florida
$53.1M +$52.3M +515,260 New
SWP
5
Sagespring Wealth Partners
Tennessee
$46.1M +$28.3M +279,294 +67%
G
6
GenTrust
Florida
$38.6M -$3.69M -36,377 -9%
Morgan Stanley
7
Morgan Stanley
New York
$37.1M +$3.64M +35,868 +11%
SFS
8
Strategic Financial Services
New York
$36.1M +$1.04M +10,229 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$34.1M -$2.2M -21,650 -6%
Bank of America
10
Bank of America
North Carolina
$33.1M -$22.2M -219,194 -41%
DADC
11
D.A. Davidson & Co
Montana
$32M -$304K -2,999 -1%
BlackRock
12
BlackRock
New York
$28.1M -$42.5M -419,081 -61%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$25M -$1.11M -10,941 -4%
AWA
14
Arkadios Wealth Advisors
Georgia
$24.8M -$14.9M -147,123 -38%
DIA
15
Davidson Investment Advisors
Montana
$23M +$2.6M +25,633 +13%
PAG
16
Private Advisory Group
Washington
$21.3M +$242K +2,384 +1%
PSP
17
Principal Street Partners
Tennessee
$21.2M -$10.5M -103,740 -33%
HighTower Advisors
18
HighTower Advisors
Illinois
$19.2M +$2.92M +28,811 +18%
CBT
19
Crews Bank & Trust
Florida
$15.6M -$1.14M -11,190 -7%
LPL Financial
20
LPL Financial
California
$13.3M +$1.74M +17,114 +15%
IF
21
Ironwood Financial
Arizona
$13.3M +$993K +9,791 +8%
AHSSHC
22
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.3M -$649K -6,400 -6%
Wells Fargo
23
Wells Fargo
California
$9.33M -$1.37M -13,482 -13%
SFC
24
Swisher Financial Concepts
Ohio
$8.3M +$1.14M +11,240 +16%
Osaic Holdings
25
Osaic Holdings
Arizona
$7.78M -$2M -19,680 -21%