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iShares ESG Aware MSCI USA Value ETF

3 hedge funds and large institutions have $3.27M invested in iShares ESG Aware MSCI USA Value ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

10.9% less ownership

Funds ownership: 97.6%86.7% (-11%)

15% less capital invested

Capital invested by funds: $3.84M → $3.27M (-$571K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
+$14.8K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.83M
TRCT
2
Tower Research Capital (TRC)
New York
$427K -$445K -18,042 -50%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$14K +$14.8K +601 New

EVUS Hedge Fund Activity: Q3 2023 in Review

3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q3 2023, worth a combined $3.27M — down 15% from $3.84M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EVUS positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $14.8K. The largest seller was Tower Research Capital (TRC), cutting an estimated $445K.

  • 3 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $3.27M of iShares ESG Aware MSCI USA Value ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 1 fund opened new iShares ESG Aware MSCI USA Value ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware MSCI USA Value ETF buyer in Q3 2023 was Benjamin F. Edwards & Company, an estimated $14.8K added.
  • The largest iShares ESG Aware MSCI USA Value ETF seller in Q3 2023 was Tower Research Capital (TRC), an estimated $445K sold.

Based on aggregated 13F filings for Q3 2023.