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iShares ESG Aware MSCI USA Value ETF

112 hedge funds and large institutions have $280M invested in iShares ESG Aware MSCI USA Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
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
OIA
26
OneDigital Investment Advisors
Kansas
$1.17M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.17M
MFG
28
Merit Financial Group
Georgia
$1.14M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.11M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.11M
SWM
31
SigFig Wealth Management
California
$1.03M
BCI
32
Brinker Capital Investments
Pennsylvania
$1.02M
FPAS
33
Focus Partners Advisor Solutions
Missouri
$959K
DWA
34
Davis Wealth Advisors
New Hampshire
$885K
Citadel Advisors
35
Citadel Advisors
Florida
$849K
HighTower Advisors
36
HighTower Advisors
Illinois
$768K
SPIA
37
Steward Partners Investment Advisory
New York
$701K
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$679K
Raymond James Financial
39
Raymond James Financial
Florida
$647K
MOS
40
MGO One Seven
Ohio
$601K
OCA
41
OpenArc Corporate Advisory
Georgia
$563K
Cerity Partners
42
Cerity Partners
New York
$550K
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$546K
ASN
44
Advisory Services Network
Georgia
$530K
TRCT
45
Tower Research Capital (TRC)
New York
$522K
RA
46
RFG Advisory
Alabama
$516K
SWP
47
Sagespring Wealth Partners
Tennessee
$509K
LA
48
LexAurum Advisors
Kansas
$478K
FFA
49
Farther Finance Advisors
California
$476K
RIA
50
Regal Investment Advisors
Michigan
$476K