iShares ESG Aware MSCI USA Value ETF
EVUS
8 hedge funds and large institutions have $4.28M invested in iShares ESG Aware MSCI USA Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $3.53M → $4.28M (+$747K)
14% more funds holding
Funds holding: 7 → 8 (+1)
3.97% more ownership
Funds ownership: 49.19% → 53.17% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$758K |
| 2 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$387K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$232K |
| 4 |
SWA
SOA Wealth Advisors
New York
|
+$23.8K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$294K |
| 2 |
P
&Partners
Nashville,
Tennessee
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.82M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $771K | +$758K | +25,303 | +1,698% |
|
|
CCWM
3
Cassaday & Co Wealth Management
Mclean,
Virginia
| $371K | +$387K | +12,910 | New |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $223K | +$232K | +7,744 | New |
|
|
LFG
5
Larson Financial Group
St Louis,
Missouri
| $39.4K | +$16.7K | +556 | +68% |
|
|
AA
6
Addison Advisors
Middlebury,
Vermont
| $33.1K | – | – | – |
|
|
SWA
7
SOA Wealth Advisors
New York
| $22.8K | +$23.8K | +793 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3.02K | – | – | – |
|
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$294K | -9,814 | Closed |
|
|
P
10
&Partners
Nashville,
Tennessee
| – | -$200K | -6,689 | Closed |
|
EVUS Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q4 2024, worth a combined $4.28M — up 21% from $3.53M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EVUS positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $758K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $294K sold.
- 8 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $4.28M of iShares ESG Aware MSCI USA Value ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Aware MSCI USA Value ETF buyer in Q4 2024 was Tower Research Capital (TRC), an estimated $758K added.
- The largest iShares ESG Aware MSCI USA Value ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $294K sold.
Based on aggregated 13F filings for Q4 2024.