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iShares ESG Aware MSCI USA Value ETF

98 hedge funds and large institutions have $254M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,040% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 5

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

69% more capital invested

Capital invested by funds: $150M → $254M (+$104M)

36% more funds holding

Funds holding: 7298 (+26)

5.75% less ownership

Funds ownership: 107.51%101.76% (-5.8%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
57
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.16M +$465K +14,693 +68%
SWM
27
SigFig Wealth Management
California
$995K +$285K +9,012 +41%
DWA
28
Davis Wealth Advisors
New Hampshire
$963K +$951K +30,042 New
MFG
29
Merit Financial Group
Georgia
$956K +$498K +15,733 +111%
HighTower Advisors
30
HighTower Advisors
Illinois
$745K +$454K +14,334 +161%
ISFAN
31
Investor's Fiduciary Advisor Network
Washington
$707K +$296K +9,355 +73%
SPIA
32
Steward Partners Investment Advisory
New York
$694K +$406K +12,841 +145%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$686K -$345K -10,907 -34%
APW
34
Austin Private Wealth
Texas
$621K +$229K +7,230 +59%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$582K -$282K -8,923 -33%
RA
36
RFG Advisory
Alabama
$577K +$570K +18,019 New
SWP
37
Sagespring Wealth Partners
Tennessee
$568K +$211K +6,672 +60%
RIA
38
Regal Investment Advisors
Michigan
$564K +$199K +6,281 +55%
ASN
39
Advisory Services Network
Georgia
$540K +$376K +11,896 +241%
MOS
40
MGO One Seven
Ohio
$512K -$20.2K -639 -4%
CCWM
41
Cassaday & Co Wealth Management
Virginia
$472K +$9.49K +300 +2%
WIA
42
World Investment Advisors
California
$454K +$208K +6,582 +87%
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$452K +$447K +14,121 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$439K +$434K +13,701 New
P
45
&Partners
Tennessee
$432K +$120K +3,777 +39%
OWCM
46
One Wealth Capital Management
Arizona
$392K +$127K +4,020 +49%
Osaic Holdings
47
Osaic Holdings
Arizona
$372K -$91.7K -2,899 -20%
WA
48
Wealth Alliance
New York
$371K +$84.3K +2,664 +30%
OCA
49
OpenArc Corporate Advisory
Georgia
$366K +$361K +11,424 New
AI
50
Atria Investments
North Carolina
$352K +$348K +10,997 New