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iShares ESG Aware MSCI USA Value ETF
EVUS

72 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 60 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,900% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 1

1,153% more capital invested

Capital invested by funds: $12M → $150M (+$138M)

454% more funds holding

Funds holding: 13 → 72 (+59)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

41.22% more ownership

Funds ownership: 66.29% → 107.51% (+41%)

Holders
72
Holders Change
+59
Holders Change %
+453.85%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.7M
2
LPL Financial
LPL Financial
California
+$13.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$12.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$8.78M
5
PAS
Park Avenue Securities
New York
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$688K
2
TRCT
Tower Research Capital (TRC)
New York
-$553K
3
Goldman Sachs
Goldman Sachs
New York
-$205K
4
LFG
Larson Financial Group
Missouri
-$13.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$676K +$660K +21,505 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$665K +$649K +21,138 New
OIA
28
OneDigital Investment Advisors
Kansas
$583K +$570K +18,548 New
MOS
29
MGO One Seven
Ohio
$523K +$511K +16,629 New
Osaic Holdings
30
Osaic Holdings
Arizona
$456K +$443K +14,416 +13,730%
CCWM
31
Cassaday & Co Wealth Management
Virginia
$454K – – –
MFG
32
Merit Financial Group
Georgia
$444K +$433K +14,112 New
ISFAN
33
Investor's Fiduciary Advisor Network
Washington
$400K +$391K +12,732 New
APW
34
Austin Private Wealth
Texas
$383K +$374K +12,164 New
RIA
35
Regal Investment Advisors
Michigan
$356K +$348K +11,321 New
SWP
36
Sagespring Wealth Partners
Tennessee
$348K +$339K +11,050 New
P
37
&Partners
Tennessee
$306K +$299K +9,722 New
SCA
38
Snowden Capital Advisors
New York
$299K +$292K +9,501 New
WA
39
Wealth Alliance
New York
$281K +$274K +8,924 New
HighTower Advisors
40
HighTower Advisors
Illinois
$280K +$24.1K +785 +10%
SPIA
41
Steward Partners Investment Advisory
New York
$278K +$271K +8,831 New
OWCM
42
One Wealth Capital Management
Arizona
$258K +$252K +8,202 New
WIA
43
World Investment Advisors
California
$239K +$233K +7,599 New
COCM
44
Charter Oak Capital Management
New Hampshire
$224K +$219K +7,131 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$222K +$217K +7,053 New
Truist Financial
46
Truist Financial
North Carolina
$206K +$201K +6,559 New
EWA
47
EverSource Wealth Advisors
Alabama
$185K +$181K +5,880 New
ASN
48
Advisory Services Network
Georgia
$156K +$152K +4,945 New
CAL
49
Capital Analysts LLC
Pennsylvania
$126K +$123K +4,001 New
GWP
50
Gen-Wealth Partners
Michigan
$112K +$109K +3,550 New
1
2
3

EVUS Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q3 2025, worth a combined $150M — up 1,153% from $12M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EVUS positions and 1 closed out — a net gain of 59 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $62.7M. The largest seller was Lido Advisors, cutting an estimated $688K.

  • 72 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $150M of iShares ESG Aware MSCI USA Value ETF stock for Q3 2025, up 1,153% quarter-over-quarter.
  • 60 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q3 2025 and 1 closed out, a net change of +59 holders.
  • The largest iShares ESG Aware MSCI USA Value ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $62.7M added.
  • The largest iShares ESG Aware MSCI USA Value ETF seller in Q3 2025 was Lido Advisors, an estimated $688K sold.

Based on aggregated 13F filings for Q3 2025.