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iShares ESG Aware MSCI USA Value ETF
EVUS

14 hedge funds and large institutions have $17.7M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

314% more capital invested

Capital invested by funds: $4.28M → $17.7M (+$13.4M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

75% more funds holding

Funds holding: 8 → 14 (+6)

26.4% more ownership

Funds ownership: 53.17% → 79.57% (+26%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$14M
2
SAG
SageView Advisory Group
California
+$1.67M
3
Goldman Sachs
Goldman Sachs
New York
+$394K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$264K
5
LPL Financial
LPL Financial
California
+$247K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.82M
2
TRCT
Tower Research Capital (TRC)
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
1
Lido Advisors
California
$13.8M +$14M +472,909 New
SAG
2
SageView Advisory Group
California
$1.66M +$1.67M +56,619 New
Goldman Sachs
3
Goldman Sachs
New York
$390K +$394K +13,319 New
TRCT
4
Tower Research Capital (TRC)
New York
$382K -$406K -13,738 -51%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$378K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$261K +$264K +8,925 New
LPL Financial
7
LPL Financial
California
$245K +$247K +8,354 New
HighTower Advisors
8
HighTower Advisors
Illinois
$230K +$3.31K +112 +1%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$214K +$216K +7,313 New
LFG
10
Larson Financial Group
Missouri
$40.2K +$59 +2 +0.1%
AA
11
Addison Advisors
Vermont
$33.7K – – –
SWA
12
SOA Wealth Advisors
New York
$23.2K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$3.07K – – –
UBS Group
14
UBS Group
Switzerland
$791 +$798 +27 New
BlackRock
15
BlackRock
New York
– -$2.82M -98,000 Closed

EVUS Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q1 2025, worth a combined $17.7M — up 314% from $4.28M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVUS positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $14M. The largest seller was BlackRock, exiting entirely with an estimated $2.82M sold.

  • 14 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q1 2025, up from 8 in Q4 2024.
  • Funds reported $17.7M of iShares ESG Aware MSCI USA Value ETF stock for Q1 2025, up 314% quarter-over-quarter.
  • 7 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q1 2025 and 1 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware MSCI USA Value ETF buyer in Q1 2025 was Lido Advisors, an estimated $14M added.
  • The largest iShares ESG Aware MSCI USA Value ETF seller in Q1 2025 was BlackRock, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2025.