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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
FFA
51
Farther Finance Advisors
California
$335K +$286K +9,031 +637%
EWA
52
EverSource Wealth Advisors
Alabama
$326K +$136K +4,303 +73%
LWA
53
Lifelong Wealth Advisors
Minnesota
$324K +$320K +10,123 New
RFP
54
RCS Financial Planning
Maryland
$322K +$318K +10,058 New
TF
55
Theory Financial
Colorado
$320K +$305K +9,648 New
SCA
56
Snowden Capital Advisors
New York
$307K +$2.31K +73 +0.8%
Raymond James Financial
57
Raymond James Financial
Florida
$297K +$293K +9,273 New
DWM
58
Diversify Wealth Management
Utah
$283K +$272K +8,607 New
AIM
59
Archer Investment Management
Texas
$264K +$260K +8,227 New
KF
60
Kelsey Financial
California
$260K +$257K +8,114 New
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$257K +$254K +8,033 New
EL
62
EQ LLC
Washington
$256K +$253K +7,995 New
COCM
63
Charter Oak Capital Management
New Hampshire
$250K +$21K +663 +9%
WFS
64
WealthGarden F.S.
California
$238K +$226K +7,154 New
CIA
65
Concurrent Investment Advisors
Florida
$229K +$226K +7,150 New
CAL
66
Capital Analysts LLC
Pennsylvania
$218K +$88.6K +2,799 +70%
Truist Financial
67
Truist Financial
North Carolina
$210K
OPWM
68
Oregon Pacific Wealth Management
Oregon
$209K +$207K +6,532 New
LIA
69
LifePlan Investment Advisors
North Carolina
$209K +$207K +6,527 New
MW
70
Maia Wealth
Colorado
$201K +$191K +6,023 New
AWM
71
AE Wealth Management
Kansas
$170K +$94.1K +2,973 +128%
GWP
72
Gen-Wealth Partners
Michigan
$160K +$45.8K +1,447 +41%
LFG
73
Larson Financial Group
Missouri
$98.2K +$66.1K +2,088 +213%
JWA
74
JFS Wealth Advisors
Pennsylvania
$90.4K +$36.1K +1,142 +68%
Comerica Bank
75
Comerica Bank
Texas
$83.4K +$30K +948 +57%