iShares MSCI USA Equal Weighted ETF

EUSA • ARCA

iShares MSCI USA Equal Weighted ETF is an exchange-traded fund on ARCA. As of Q3 2025, 143 institutional investors hold shares in this ETF, with total holdings valued at $946.7M. STIFEL FINANCIAL CORP is the largest holder with a position valued at $188.8M.

Overview

Overview of institutional ownership in EUSA as of Q3 2025

All Institutions

Institutions: 143
Value Held: $946.7M
Shares Held: 9.4M
Avg Position: $6.6M
Median Position: $965.8K

Hedge Funds

Hedge Funds: 3
Value Held: $7.4M
Shares Held: 72.0K
Avg Position: $2.5M
Median Position: $2.6M

Biggest Investors

Institutions with the largest positions in EUSA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$188.8M 0.17% of portfolio	1.8M shares	Q4 2023 Held for 1y 11m	$109.37B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$55.5M 0.00% of portfolio	539.3K shares	Q4 2022 Held for 2y 11m	$1.56T
Dynasty Wealth Management, LLC Fund of Funds	Shirl Thomas Penney CEO	$53.1M 0.71% of portfolio	515.3K shares	Q3 2025 Held for 2 months	$7.5B
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	Jeffrey Thomas Dobyns CEO	$46.1M 0.85% of portfolio	695.2K shares	Q2 2025 Held for 5 months	$5.4B
GenTrust, LLC RIA/Wealth	Suzanne Frances Peck President	$38.6M 1.76% of portfolio	375.1K shares	Q2 2025 Held for 5 months	$2.2B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$37.1M 0.00% of portfolio	360.8K shares	Q3 2013 Held for 12y 2m	$1.65T
Strategic Investment Advisors, Inc RIA/Wealth	Alan Remy Leist CEO	$36.1M 1.81% of portfolio	350.9K shares	Q4 2024 Held for 11 months	$2.0B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$34.1M 0.01% of portfolio	330.8K shares	Q2 2020 Held for 5y 5m	$341.99B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$33.1M 0.00% of portfolio	321.2K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
D DAVIDSON D A & CO Institution	-	$32.0M 0.21% of portfolio	310.6K shares	Q2 2020 Held for 5y 5m	$15.6B

Net Capital Flow

Institutional buying and selling activity for EUSA in Q3 2025

Net Flow: −$79.0M
Buyers: 57
Sellers: 47
Total Bought: +$138.1M
Total Sold: −$217.1M
Avg Position: $6.5M

Biggest Buyers

Institution	Net Bought	Current Position
S STIFEL FINANCIAL CORP Long Only Manager	+$89.3M +866.9K shares	$188.8M 1.8M shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	+$18.5M +279.3K shares	$46.1M 695.2K shares
JPMORGAN CHASE & CO Institution	+$4.2M +40.6K shares	$55.5M 539.3K shares
MORGAN STANLEY RIA/Wealth	+$3.7M +35.9K shares	$37.1M 360.8K shares
HighTower Advisors, LLC RIA/Wealth	+$3.0M +28.8K shares	$19.2M 186.5K shares
C CI Private Wealth, LLC RIA/Wealth	+$2.8M +27.0K shares	$3.4M 32.9K shares
DAVIDSON INVESTMENT ADVISORS Long Only Manager	+$2.6M +25.6K shares	$23.0M 223.6K shares
L LPL Financial LLC Institution	+$1.8M +17.1K shares	$13.3M 129.0K shares
V Virtu Financial LLC Institution	+$1.5M +14.7K shares	$2.2M 21.4K shares
KLINGENSTEIN FIELDS & CO LLC RIA/Wealth	+$1.2M +11.3K shares	$1.6M 16.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	−$81.4M −821.6K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$43.2M −419.1K shares	$28.1M 272.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$22.6M −219.2K shares	$33.1M 321.2K shares
M&T BANK CORP Institution	−$16.6M −167.1K shares	Sold Off 0 shares
Arkadios Wealth Advisors RIA/Wealth	−$15.1M −147.1K shares	$24.8M 240.9K shares
G Green Square Asset Management, LLC Institution	−$10.7M −103.7K shares	$21.2M 206.0K shares
GOLDMAN SACHS GROUP INC Institution	−$6.0M −58.1K shares	$2.6M 25.0K shares
GenTrust, LLC RIA/Wealth	−$3.7M −36.4K shares	$38.6M 375.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.7M −26.1K shares	$429.9K 4.2K shares
BB&T CORP Institution	−$2.4M −22.9K shares	$2.0M 19.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EUSA in Q3 2025

New Positions: 12
New Value: $56.1M
Exited Positions: 9
Exited Value: $99.4M

New Positions

Institution	Position Value
Dynasty Wealth Management, LLC Fund of Funds	$53.1M 515.3K shares
Pembroke Management, LTD Long Only Manager	$2.1M 20.0K shares
W WealthTrust Axiom LLC Institution	$226.5K 2.2K shares
Quotient Wealth Partners, LLC RIA/Wealth	$218.6K 2.1K shares
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	$207.6K 2.0K shares
Activest Wealth Management RIA/Wealth	$135.9K 1.3K shares
SIGNATUREFD, LLC RIA/Wealth	$114.4K 1.1K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$41.6K 404.0 shares
AE Wealth Management LLC RIA/Wealth	$25.7K 250.0 shares
C Coastline Trust Co Institution	$8.8K 85.0 shares

Exited Positions

Institution	Previous Position
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	$81.4M 821.6K shares
M&T BANK CORP Institution	$16.6M 167.1K shares
F FLOW TRADERS U.S. LLC Institution	$912.8K 9.2K shares
National Asset Management, Inc. RIA/Wealth	$221.3K 2.2K shares
C CIBC World Markets Inc. Institution	$210.1K 2.1K shares
R Riverview Trust Co Institution	$23.6K 238.0 shares
Gallagher Fiduciary Advisors, LLC Pension/Endowment	$22.8K 303.3K shares
Briaud Financial Planning, Inc RIA/Wealth	$21.0K 212.0 shares
Glenmede Investment Management, LP Long Only Manager	$4.4K 44.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EUSA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EUSA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Genesis Wealth Advisors, LLC RIA/Wealth	Paul Floyd Stone CEO	5.14% $7.3M	70.8K shares	Q4 2024 Held for 11 months	$141.8M
Swisher Financial Concepts, Inc. RIA/Wealth	Daniel Edward Wolford President	4.97% $8.3M	80.6K shares	Q1 2025 Held for 8 months	$166.8M
Financial Architects, LLC RIA/Wealth	David Earl Hultstrom President	4.25% $7.4M	72.3K shares	Q4 2023 Held for 1y 11m	$175.3M
G Green Square Asset Management, LLC Institution	-	3.43% $21.2M	206.0K shares	Q2 2025 Held for 5 months	$618.6M
Ironwood Wealth Management, llc RIA/Wealth	Charles Earl Osborne Managing Partner	2.35% $13.3M	129.0K shares	Q2 2020 Held for 5y 5m	$564.4M
C Crews Bank & Trust Institution	-	2.28% $15.6M	151.0K shares	Q4 2024 Held for 11 months	$682.8M
Running Point Capital Advisors, LLC RIA/Wealth	James Frederick Schlager CEO	1.86% $6.9M	66.8K shares	Q4 2020 Held for 4y 11m	$370.7M
P Private Advisory Group LLC RIA/Wealth	S Christopher Bean CEO	1.85% $21.3M	206.5K shares	Q2 2025 Held for 5 months	$1.2B
Strategic Investment Advisors, Inc RIA/Wealth	Alan Remy Leist CEO	1.81% $36.1M	350.9K shares	Q4 2024 Held for 11 months	$2.0B
GenTrust, LLC RIA/Wealth	Suzanne Frances Peck President	1.76% $38.6M	375.1K shares	Q2 2025 Held for 5 months	$2.2B