ISHARES MSCI USA EQUAL WEIGH (EUSA) Institutional Ownership Changes & 13F Activity
ISHARES MSCI USA EQUAL WEIGH (EUSA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gallagher Fiduciary Advisors, Llc, Corient Private Wealth Llc, Dynasty Wealth Management, Llc, Ubs Group Ag, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,451 | — | 3,451 | $394.12K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -41,856 | -64.9% | 22,600 | $2.58M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +3,672 | — | 3,672 | $419.31K | Q2 2026 | Aug 26, 2026 |
| Strategic Financial Services, Inc. | Buy | +6,741 | +1.8% | 390,238 | $44.56M | Q2 2026 | Aug 24, 2026 |
| Equitable Holdings, Inc. | Sell | -762 | -11.4% | 5,947 | $679.09K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -501 | -30.4% | 1,145 | $131.00K | Q2 2026 | Aug 17, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -304,829 | -99.0% | 3,225 | $368.26K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -10,476 | -70.7% | 4,337 | $495.30K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -10,472 | -13.7% | 66,201 | $7.56M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +6,593 | — | 6,593 | $752.85K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,278 | — | 6,278 | $716.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +5,684 | +3.4% | 173,882 | $19.86M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,770 | +11.7% | 45,650 | $5.21M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +4,442 | +30.6% | 18,971 | $2.15M | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Advisors / Mi | Buy | +3,032 | — | 3,032 | $346.22K | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Sell | -2,829 | -8.9% | 29,032 | $3.32M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,453 | +22.0% | 13,591 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -805 | -0.1% | 1,068,393 | $122.00M | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | Buy | +537 | +0.2% | 284,423 | $32.48M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -404 | -91.6% | 37 | $4.22K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +10 | +0.0% | 23,847 | $2.72M | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, Llc | Buy | +31,159 | +79.4% | 70,423 | $8.04M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +20,508 | +37.4% | 75,385 | $8.61M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -14,237 | -4.2% | 323,146 | $36.90M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +6,255 | +30.5% | 26,764 | $3.06M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +4,064 | — | 4,064 | $464.07K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +2,041 | — | 2,041 | $233.06K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,107 | +4.3% | 26,621 | $3.04M | Q2 2026 | Aug 13, 2026 |
| Gsg Advisors Llc | Buy | +1,033 | +7.2% | 15,414 | $1.76M | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, Llc | Buy | +104 | +0.3% | 38,655 | $4.41M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about EUSA activity
Which institutional owners are buying EUSA?
Institutional owners buying EUSA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EUSA activity?
"Buy" means an investor increased their reported position in EUSA compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA EQUAL WEIGH (EUSA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EUSA increasing?
Institutional interest in EUSA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.