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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
EC
51
Estate Counselors
Wisconsin
$416K
WIA
52
World Investment Advisors
California
$403K
P
53
&Partners
Tennessee
$402K
CCWM
54
Cassaday & Co Wealth Management
Virginia
$400K
IWC
55
Integrated Wealth Concepts
Massachusetts
$396K
GWP
56
Gateway Wealth Partners
Wisconsin
$386K
CIA
57
Concurrent Investment Advisors
Florida
$372K
OWCM
58
One Wealth Capital Management
Arizona
$368K
SCA
59
Snowden Capital Advisors
New York
$363K
KFSC
60
Keystone Financial Services (Colorado)
Colorado
$339K
WA
61
Wealth Alliance
New York
$328K
AI
62
Atria Investments
North Carolina
$328K
LWA
63
Lifelong Wealth Advisors
Minnesota
$325K
DWM
64
Diversify Wealth Management
Utah
$324K
LIA
65
LifePlan Investment Advisors
North Carolina
$321K
Osaic Holdings
66
Osaic Holdings
Arizona
$317K
SA
67
Skyline Advisors
Washington
$316K
KPWS
68
Kestra Private Wealth Services
Texas
$311K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$309K
EWA
70
EverSource Wealth Advisors
Alabama
$297K
RFP
71
RCS Financial Planning
Maryland
$283K
TF
72
Theory Financial
Colorado
$282K
EL
73
EQ LLC
Washington
$281K
NG
74
Navigation Group
California
$263K
CPG
75
Cornerstone Planning Group
New Jersey
$251K