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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

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

14% more funds holding

Funds holding: 98112 (+14)

10% more capital invested

Capital invested by funds: $254M → $280M (+$26.2M)

1.35% less ownership

Funds ownership: 101.76%100.41% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
35
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$1.17M -$204K -6,182 -14%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.17M -$171K -5,179 -12%
MFG
28
Merit Financial Group
Georgia
$1.14M +$199K +6,039 +20%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.11M +$551K +16,706 +92%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.11M -$205K -6,217 -15%
SWM
31
SigFig Wealth Management
California
$1.03M +$38.3K +1,161 +4%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.02M -$140K -4,239 -12%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$959K +$288K +8,728 +41%
DWA
34
Davis Wealth Advisors
New Hampshire
$885K -$73.7K -2,236 -7%
Citadel Advisors
35
Citadel Advisors
Florida
$849K +$880K +26,684 New
HighTower Advisors
36
HighTower Advisors
Illinois
$768K +$29.5K +894 +4%
SPIA
37
Steward Partners Investment Advisory
New York
$701K +$11.6K +353 +2%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$679K -$24.7K -749 -3%
Raymond James Financial
39
Raymond James Financial
Florida
$647K +$365K +11,066 +119%
MOS
40
MGO One Seven
Ohio
$601K +$94.9K +2,878 +18%
OCA
41
OpenArc Corporate Advisory
Georgia
$563K +$206K +6,251 +55%
Cerity Partners
42
Cerity Partners
New York
$550K +$569K +17,265 New
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$546K +$100K +3,033 +21%
ASN
44
Advisory Services Network
Georgia
$530K -$6.53K -198 -1%
TRCT
45
Tower Research Capital (TRC)
New York
$522K +$540K +16,385 New
RA
46
RFG Advisory
Alabama
$516K -$59.6K -1,808 -10%
SWP
47
Sagespring Wealth Partners
Tennessee
$509K -$56.7K -1,719 -10%
LA
48
LexAurum Advisors
Kansas
$478K +$495K +15,021 New
FFA
49
Farther Finance Advisors
California
$476K +$146K +4,418 +42%
RIA
50
Regal Investment Advisors
Michigan
$476K -$87.8K -2,662 -15%