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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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.16M
SWM
27
SigFig Wealth Management
California
$995K
DWA
28
Davis Wealth Advisors
New Hampshire
$963K
MFG
29
Merit Financial Group
Georgia
$956K
HighTower Advisors
30
HighTower Advisors
Illinois
$745K
ISFAN
31
Investor's Fiduciary Advisor Network
Washington
$707K
SPIA
32
Steward Partners Investment Advisory
New York
$694K
FPAS
33
Focus Partners Advisor Solutions
Missouri
$686K
APW
34
Austin Private Wealth
Texas
$621K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$582K
RA
36
RFG Advisory
Alabama
$577K
SWP
37
Sagespring Wealth Partners
Tennessee
$568K
RIA
38
Regal Investment Advisors
Michigan
$564K
ASN
39
Advisory Services Network
Georgia
$540K
MOS
40
MGO One Seven
Ohio
$512K
CCWM
41
Cassaday & Co Wealth Management
Virginia
$472K
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$452K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$439K
P
44
&Partners
Tennessee
$432K
WIA
45
World Investment Advisors
California
$426K
OWCM
46
One Wealth Capital Management
Arizona
$392K
Osaic Holdings
47
Osaic Holdings
Arizona
$372K
WA
48
Wealth Alliance
New York
$371K
OCA
49
OpenArc Corporate Advisory
Georgia
$366K
AI
50
Atria Investments
North Carolina
$352K