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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
EC
51
Estate Counselors
Wisconsin
$416K +$430K +13,055 New
WIA
52
World Investment Advisors
California
$403K -$50K -1,517 -11%
P
53
&Partners
Tennessee
$402K -$29K -879 -7%
CCWM
54
Cassaday & Co Wealth Management
Virginia
$400K -$71.2K -2,159 -15%
IWC
55
Integrated Wealth Concepts
Massachusetts
$396K +$411K +12,451 New
GWP
56
Gateway Wealth Partners
Wisconsin
$386K +$400K +12,131 New
CIA
57
Concurrent Investment Advisors
Florida
$372K +$149K +4,532 +63%
OWCM
58
One Wealth Capital Management
Arizona
$368K -$43.4K -1,317 -11%
SCA
59
Snowden Capital Advisors
New York
$363K +$60.1K +1,823 +19%
KFSC
60
Keystone Financial Services (Colorado)
Colorado
$339K +$86.3K +2,616 +33%
WA
61
Wealth Alliance
New York
$328K -$41.8K -1,269 -11%
AI
62
Atria Investments
North Carolina
$328K -$23K -697 -6%
LWA
63
Lifelong Wealth Advisors
Minnesota
$325K +$2.6K +79 +0.8%
DWM
64
Diversify Wealth Management
Utah
$324K +$32.1K +973 +11%
LIA
65
LifePlan Investment Advisors
North Carolina
$321K +$117K +3,557 +54%
Osaic Holdings
66
Osaic Holdings
Arizona
$317K -$55.3K -1,676 -14%
SA
67
Skyline Advisors
Washington
$316K +$328K +9,940 New
KPWS
68
Kestra Private Wealth Services
Texas
$311K +$322K +9,777 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$320K +9,696 New
EWA
70
EverSource Wealth Advisors
Alabama
$297K -$27.9K -847 -8%
RFP
71
RCS Financial Planning
Maryland
$283K -$38.9K -1,180 -12%
TF
72
Theory Financial
Colorado
$282K -$25.6K -777 -8%
EL
73
EQ LLC
Washington
$281K +$27.4K +831 +10%
NG
74
Navigation Group
California
$263K +$272K +8,263 New
CPG
75
Cornerstone Planning Group
New Jersey
$251K +$237K +7,194 +7,123%