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iShares MSCI USA Equal Weighted ETF

148 hedge funds and large institutions have $1.01B invested in iShares MSCI USA Equal Weighted ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 34

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $990M → $1.01B (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.31% less ownership

Funds ownership: 71.08%69.77% (-1.3%)

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
69
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$211M +$29.7M +281,084 +16%
Bank of America
2
Bank of America
North Carolina
$109M -$706K -6,693 -0.6%
HC
3
Henshaw Capital
Massachusetts
$78.8M
SFS
4
Strategic Financial Services
New York
$39M +$725K +6,866 +2%
G
5
GenTrust
Florida
$37.6M -$164K -1,557 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$34.3M +$1.74M +16,501 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.9M -$1.63M -15,445 -5%
DADC
8
D.A. Davidson & Co
Montana
$30.1M -$1.25M -11,856 -4%
PSP
9
Principal Street Partners
Tennessee
$28.9M +$72.8K +690 +0.2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$28.4M +$2.52M +23,883 +9%
LPL Financial
11
LPL Financial
California
$27.4M +$12.4M +117,846 +78%
HighTower Advisors
12
HighTower Advisors
Illinois
$26.9M +$72.7K +689 +0.3%
AWA
13
Arkadios Wealth Advisors
Georgia
$25.6M +$1.31M +12,457 +5%
DIA
14
Davidson Investment Advisors
Montana
$25.3M +$1.49M +14,076 +6%
PAG
15
Private Advisory Group
Washington
$21.1M -$697K -6,608 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.9M +$648K +6,140 +4%
Wells Fargo
17
Wells Fargo
California
$17.1M +$8.74M +82,854 +97%
CBT
18
Crews Bank & Trust
Florida
$14.8M -$660K -6,252 -4%
IF
19
Ironwood Financial
Arizona
$12.2M -$126K -1,194 -1%
AHSSHC
20
Adventist Health System Sunbelt Healthcare Corp
Florida
$10.2M +$211 +2 +0%
SFC
21
Swisher Financial Concepts
Ohio
$8.52M -$186K -1,763 -2%
FAG
22
Financial Architects (Georgia)
Georgia
$8.32M +$518K +4,905 +6%
P
23
Palladiem
Pennsylvania
$8.31M -$14.9K -141 -0.2%
Cerity Partners
24
Cerity Partners
New York
$7.8M +$6.72M +63,661 +489%
GWA
25
Genesis Wealth Advisors
Massachusetts
$7.8M +$375K +3,557 +5%