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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
COCM
76
Charter Oak Capital Management
New Hampshire
$248K
Jane Street
77
Jane Street
New York
$242K +$250K +7,594 New
CWM
78
Contango Wealth Management
California
$231K +$239K +7,258 New
Truist Financial
79
Truist Financial
North Carolina
$209K
WFS
80
WealthGarden F.S.
California
$207K -$21.3K -647 -9%
OPWM
81
Oregon Pacific Wealth Management
Oregon
$201K -$6.99K -212 -3%
CAL
82
Capital Analysts LLC
Pennsylvania
$188K -$28.7K -871 -13%
AA
83
Addison Advisors
Vermont
$169K +$114K +3,455 +186%
GWP
84
Gen-Wealth Partners
Michigan
$166K +$7.12K +216 +4%
AWM
85
AE Wealth Management
Kansas
$116K -$54.4K -1,651 -31%
HI
86
Harbour Investments
Wisconsin
$100K +$104K +3,150 New
LFG
87
Larson Financial Group
Missouri
$98.7K +$1.19K +36 +1%
JWA
88
JFS Wealth Advisors
Pennsylvania
$76.2K -$14K -426 -15%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$70K +$72.5K +2,199 New
TPWA
90
Twin Peaks Wealth Advisors
California
$54.2K +$56.2K +1,704 New
PWA
91
Physician Wealth Advisors
Utah
$47.6K +$38.5K +1,167 +356%
TFA
92
Transamerica Financial Advisors
Florida
$46.6K +$12.9K +390 +36%
BlackRock
93
BlackRock
New York
$41.4K -$7.48K -227 -15%
CA
94
CoreCap Advisors
Michigan
$38.1K +$24.6K +745 +168%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$33.4K +$34.6K +1,048 New
SWA
96
SOA Wealth Advisors
New York
$30.7K +$5.64K +171 +22%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$28.9K -$659 -20 -2%
RF
98
Rossby Financial
Florida
$28.9K +$29.7K +901 New
EI
99
EFG International
$20.9K +$21.6K +655 New
ACA
100
Aptus Capital Advisors
Alabama
$19.8K -$2.77K -84 -12%