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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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$19.6K
GFA
102
Godfrey Financial Associates
New York
$12.9K +$2.31K +70 +21%
IA
103
IFP Advisors
Florida
$10.7K +$11.1K +336 New
WP
104
WealthShield Partners
North Carolina
$9.99K -$1.95K -59 -16%
MG
105
Mather Group
Illinois
$9.99K +$10.4K +314 New
CFO
106
CVA Family Office
Colorado
$9.17K +$9.5K +288 New
KG
107
Kilter Group
New York
$8.79K -$791 -24 -8%
Wells Fargo
108
Wells Fargo
California
$4.87K
SS
109
Sunbelt Securities
Texas
$3.31K
CFD
110
Creative Financial Designs
Indiana
$2.26K +$2.34K +71 New
KCM
111
Key Capital Management
Tennessee
$1.3K -$198 -6 -13%
RCM
112
Raleigh Capital Management
North Carolina
$863 +$890 +27 New
KF
113
Kelsey Financial
California
-$260K -8,114 Closed
MW
114
Maia Wealth
Colorado
-$201K -6,023 Closed
SA
115
Scarborough Advisors
Maryland
-$52K -1,624 Closed
KAS
116
Kestra Advisory Services
Texas
-$31.3K -978 Closed
Bessemer Group
117
Bessemer Group
New Jersey
-$25K -784 Closed
Bank of America
118
Bank of America
North Carolina
-$22.3K -695 Closed
FHA
119
Flagship Harbor Advisors
Massachusetts
-$11.5K -359 Closed
IAIM
120
International Assets Investment Management
Florida
-$3.24K -101 Closed
CRI
121
Commonwealth Retirement Investments
Virginia
-$2.15K -67 Closed