iShares ESG Aware MSCI USA Value ETF
EVUS
EVUS
13 hedge funds and large institutions have $12M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
13
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$283K | |
| 2 | +$203K | |
| 3 | +$190K | |
| 4 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$45.6K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$28.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Lido Advisors
Los Angeles,
California
| $7.43M |
|
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|
SAG
2
SageView Advisory Group
Newport Beach,
California
| $1.92M |
|
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|
TRCT
3
Tower Research Capital (TRC)
New York
| $596K |
|
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4
Commonwealth Equity Services
Waltham,
Massachusetts
| $551K |
|
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|
CCWM
5
Cassaday & Co Wealth Management
Mclean,
Virginia
| $434K |
|
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6
LPL Financial
San Diego,
California
| $251K |
|
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|
FPAS
7
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $248K |
|
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8
HighTower Advisors
Chicago,
Illinois
| $244K |
|
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9
Goldman Sachs
New York
| $205K |
|
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|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $42.4K |
|
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|
AA
11
Addison Advisors
Middlebury,
Vermont
| $38.6K |
|
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|
SWA
12
SOA Wealth Advisors
New York
| $23.8K |
|
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13
Osaic Holdings
Scottsdale,
Arizona
| $3.02K |
|
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14
UBS Group
Zurich,
Switzerland
| – |
|