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iShares MSCI USA Equal Weighted ETF

150 hedge funds and large institutions have $990M invested in iShares MSCI USA Equal Weighted ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.15% more ownership

Funds ownership: 68.92%71.08% (+2.2%)

1% more funds holding

Funds holding: 148150 (+2)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $1.03B → $990M (-$37.9M)

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
50
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$185M -$4.35M -42,297 -2%
Bank of America
2
Bank of America
North Carolina
$111M +$77.7M +754,665 +235%
HC
3
Henshaw Capital
Massachusetts
$80M
SFS
4
Strategic Financial Services
New York
$40.4M +$2.65M +25,741 +7%
G
5
GenTrust
Florida
$38.3M -$459K -4,462 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34M -$190K -1,843 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$33.2M -$4.11M -39,901 -11%
DADC
8
D.A. Davidson & Co
Montana
$31.8M -$335K -3,252 -1%
PSP
9
Principal Street Partners
Tennessee
$29.3M +$7.95M +77,244 +38%
HighTower Advisors
10
HighTower Advisors
Illinois
$27.3M +$7.95M +77,243 +41%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$1.26M +12,262 +5%
AWA
12
Arkadios Wealth Advisors
Georgia
$24.7M -$210K -2,040 -0.8%
DIA
13
Davidson Investment Advisors
Montana
$24.2M +$1.13M +10,936 +5%
PAG
14
Private Advisory Group
Washington
$22.1M +$739K +7,179 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$17.6M +$15.6M +151,972 +836%
LPL Financial
16
LPL Financial
California
$15.7M +$2.35M +22,799 +18%
CBT
17
Crews Bank & Trust
Florida
$15.7M +$62.2K +604 +0.4%
IF
18
Ironwood Financial
Arizona
$12.9M -$843K -8,195 -6%
AHSSHC
19
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.3M -$206 -2 -0%
BlackRock
20
BlackRock
New York
$9.37M -$18.8M -182,256 -67%
SFC
21
Swisher Financial Concepts
Ohio
$8.83M +$501K +4,869 +6%
Wells Fargo
22
Wells Fargo
California
$8.82M -$538K -5,233 -6%
P
23
Palladiem
Pennsylvania
$8.28M +$8.18M +79,468 New
Goldman Sachs
24
Goldman Sachs
New York
$8.18M +$5.57M +54,118 +216%
FAG
25
Financial Architects (Georgia)
Georgia
$7.94M +$465K +4,515 +6%