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iShares ESG Aware MSCI USA Value ETF
EVUS
EVUS
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: 72 → 98 (+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
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.5M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$8.27M |
| 4 |
JP Morgan Chase
New York
|
+$5.37M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$4.14M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
UBS Group
Zurich,
Switzerland
| – | -$64.3K | -2,045 | Closed |
|
|
TRCT
102
Tower Research Capital (TRC)
New York
| – | -$57K | -1,814 | Closed |
|
|
GRP
103
Global Retirement Partners
San Rafael,
California
| – | -$9.65K | -307 | Closed |
|
|
MG
104
Mather Group
Chicago,
Illinois
| – | -$5.16K | -164 | Closed |
|
|
SWP
105
Strategic Wealth Partners
Independence,
Ohio
| – | -$1.04K | -33 | Closed |
|
|
AF
106
Allworth Financial
Folsom,
California
| – | -$158 | -5 | Closed |
|