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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
FFA
51
Farther Finance Advisors
California
$335K
EWA
52
EverSource Wealth Advisors
Alabama
$326K
LWA
53
Lifelong Wealth Advisors
Minnesota
$324K
RFP
54
RCS Financial Planning
Maryland
$322K
TF
55
Theory Financial
Colorado
$320K
SCA
56
Snowden Capital Advisors
New York
$307K
Raymond James Financial
57
Raymond James Financial
Florida
$297K
DWM
58
Diversify Wealth Management
Utah
$283K
AIM
59
Archer Investment Management
Texas
$264K
KF
60
Kelsey Financial
California
$260K
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$257K
EL
62
EQ LLC
Washington
$256K
COCM
63
Charter Oak Capital Management
New Hampshire
$250K
WFS
64
WealthGarden F.S.
California
$238K
CIA
65
Concurrent Investment Advisors
Florida
$229K
CAL
66
Capital Analysts LLC
Pennsylvania
$218K
Truist Financial
67
Truist Financial
North Carolina
$210K
OPWM
68
Oregon Pacific Wealth Management
Oregon
$209K
LIA
69
LifePlan Investment Advisors
North Carolina
$209K
MW
70
Maia Wealth
Colorado
$201K
AWM
71
AE Wealth Management
Kansas
$170K
GWP
72
Gen-Wealth Partners
Michigan
$160K
LFG
73
Larson Financial Group
Missouri
$98.2K
JWA
74
JFS Wealth Advisors
Pennsylvania
$90.4K
Comerica Bank
75
Comerica Bank
Texas
$83.4K