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iShares ESG Aware MSCI USA Value ETF

70 hedge funds and large institutions have $150M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$64.2M
2 +$13.4M
3 +$12.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$8.99M
5
PAS
Park Avenue Securities
New York
+$6.29M

Top Sellers

1 -$704K
2 -$566K
3 -$205K
4
LFG
Larson Financial Group
Missouri
-$13.6K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$676K
Bank of New York Mellon
27
Bank of New York Mellon
New York
$665K
OIA
28
OneDigital Investment Advisors
Kansas
$583K
MOS
29
MGO One Seven
Ohio
$523K
Osaic Holdings
30
Osaic Holdings
Arizona
$456K
CCWM
31
Cassaday & Co Wealth Management
Virginia
$454K
MFG
32
Merit Financial Group
Georgia
$444K
ISFAN
33
Investor's Fiduciary Advisor Network
Washington
$400K
APW
34
Austin Private Wealth
Texas
$383K
RIA
35
Regal Investment Advisors
Michigan
$356K
SWP
36
Sagespring Wealth Partners
Tennessee
$348K
P
37
&Partners
Tennessee
$306K
SCA
38
Snowden Capital Advisors
New York
$299K
WA
39
Wealth Alliance
New York
$281K
HighTower Advisors
40
HighTower Advisors
Illinois
$280K
SPIA
41
Steward Partners Investment Advisory
New York
$278K
OWCM
42
One Wealth Capital Management
Arizona
$258K
WIA
43
World Investment Advisors
California
$239K
COCM
44
Charter Oak Capital Management
New Hampshire
$224K
IWC
45
Integrated Wealth Concepts
Massachusetts
$222K
Truist Financial
46
Truist Financial
North Carolina
$206K
EWA
47
EverSource Wealth Advisors
Alabama
$185K
ASN
48
Advisory Services Network
Georgia
$156K
CAL
49
Capital Analysts LLC
Pennsylvania
$126K
GWP
50
Gen-Wealth Partners
Michigan
$112K