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iShares ESG Aware MSCI USA Value ETF
EVUS

Overview Fund Activity

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
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

1
Lido Advisors
Lido Advisors
California
$13.8M
2
SAG
SageView Advisory Group
California
$1.66M
3
Goldman Sachs
Goldman Sachs
New York
$390K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$261K
5
LPL Financial
LPL Financial
California
$245K

Top Sellers

1
BlackRock
BlackRock
New York
$0
2
TRCT
Tower Research Capital (TRC)
New York
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$13.8M +$13.8M +472,909 New
SAG
2
SageView Advisory Group
California
$1.66M +$1.66M +56,619 New
Goldman Sachs
3
Goldman Sachs
New York
$390K +$390K +13,319 New
TRCT
4
Tower Research Capital (TRC)
New York
$382K -$402K -13,738 -51%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$378K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$261K +$261K +8,925 New
LPL Financial
7
LPL Financial
California
$245K +$245K +8,354 New
HighTower Advisors
8
HighTower Advisors
Illinois
$230K +$3.28K +112 +1%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$214K +$214K +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 +$791 +27 New
BlackRock
15
BlackRock
New York
– -$2.82M -98,000 Closed