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iShares ESG Aware MSCI USA Value ETF
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

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

7% less funds holding

Funds holding: 14 → 13 (-1)

73.92% less ownership

Funds ownership: 215.97% → 142.04% (-74%)

89% less capital inflows, than outflows

Capital inflows: $724K | Capital outflows: $6.65M

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$269K
2
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
+$193K
3
SageView Advisory Group
SageView Advisory Group
California
+$178K
4
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
+$43.3K
5
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
+$27.1K

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$6.46M
2
Goldman Sachs
Goldman Sachs
New York
-$186K
3
UBS Group
UBS Group
Switzerland
-$791

EVUS Hedge Fund Activity: Q2 2025 in Review

13 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q2 2025, worth a combined $12M — down 32% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of EVUS and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 8 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $269K. The largest seller was Lido Advisors, cutting an estimated $6.46M.

  • 13 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q2 2025, down from 14 in Q1 2025.
  • Funds reported $12M of iShares ESG Aware MSCI USA Value ETF stock for Q2 2025, down 32% quarter-over-quarter.
  • 0 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
  • The largest iShares ESG Aware MSCI USA Value ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $269K added.
  • The largest iShares ESG Aware MSCI USA Value ETF seller in Q2 2025 was Lido Advisors, an estimated $6.46M sold.

Based on aggregated 13F filings for Q2 2025.