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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
AA
76
Addison Advisors
Vermont
$59.4K +$18K +570 +44%
SA
77
Scarborough Advisors
Maryland
$52K +$18.7K +590 +57%
BlackRock
78
BlackRock
New York
$48.9K +$20.6K +650 +74%
TFA
79
Transamerica Financial Advisors
Florida
$34.3K +$21.3K +672 +168%
KAS
80
Kestra Advisory Services
Texas
$31.3K +$30.9K +978 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$29.7K +$10.8K +341 +58%
SWA
82
SOA Wealth Advisors
New York
$25.4K
Bessemer Group
83
Bessemer Group
New Jersey
$25K +$24.8K +784 New
ACA
84
Aptus Capital Advisors
Alabama
$22.6K +$8.7K +275 +64%
Bank of America
85
Bank of America
North Carolina
$22.3K +$22K +695 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$19.8K +$19.5K +617 New
CA
87
CoreCap Advisors
Michigan
$14.2K +$7.97K +252 +131%
WP
88
WealthShield Partners
North Carolina
$12K +$4.62K +146 +64%
FHA
89
Flagship Harbor Advisors
Massachusetts
$11.5K +$11.4K +359 New
GFA
90
Godfrey Financial Associates
New York
$10.8K +$10.6K +336 New
PWA
91
Physician Wealth Advisors
Utah
$10.5K +$10.4K +328 New
KG
92
Kilter Group
New York
$9.61K +$3.45K +109 +57%
Wells Fargo
93
Wells Fargo
California
$4.9K +$4.84K +153 New
CPG
94
Cornerstone Planning Group
New Jersey
$3.36K +$3.2K +101 New
SS
95
Sunbelt Securities
Texas
$3.33K +$1.61K +51 +96%
IAIM
96
International Assets Investment Management
Florida
$3.24K +$3.2K +101 New
CRI
97
Commonwealth Retirement Investments
Virginia
$2.15K +$2.12K +67 New
KCM
98
Key Capital Management
Tennessee
$1.51K +$1.49K +47 New
Jane Street
99
Jane Street
New York
-$1.28M -40,767 Closed
IWC
100
Integrated Wealth Concepts
Massachusetts
-$222K -7,053 Closed