iShares ESG Aware MSCI USA Value ETF
EVUS
7 hedge funds and large institutions have $3.53M invested in iShares ESG Aware MSCI USA Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
12% less capital invested
Capital invested by funds: $3.99M → $3.53M (-$460K)
24.14% less ownership
Funds ownership: 73.34% → 49.19% (-24%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$280K |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$191K |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$23.2K |
| 4 |
AA
Addison Advisors
Middlebury,
Vermont
|
+$10.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$629K |
| 2 |
BlackRock
New York
|
-$628K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.93M | -$628K | -22,000 | -18% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $294K | +$280K | +9,814 | New |
|
|
P
3
&Partners
Nashville,
Tennessee
| $200K | +$191K | +6,689 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $44.6K | -$629K | -22,027 | -94% |
|
|
AA
5
Addison Advisors
Middlebury,
Vermont
| $34.4K | +$10.7K | +375 | +48% |
|
|
LFG
6
Larson Financial Group
St Louis,
Missouri
| $24.4K | +$23.2K | +814 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3.14K | +$3K | +105 | New |
|
EVUS Hedge Fund Activity: Q3 2024 in Review
7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q3 2024, worth a combined $3.53M — down 12% from $3.99M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVUS positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $280K. The largest seller was Tower Research Capital (TRC), cutting an estimated $629K.
- 7 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $3.53M of iShares ESG Aware MSCI USA Value ETF stock for Q3 2024, down 12% quarter-over-quarter.
- 4 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest iShares ESG Aware MSCI USA Value ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $280K added.
- The largest iShares ESG Aware MSCI USA Value ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $629K sold.
Based on aggregated 13F filings for Q3 2024.