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.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
7% less funds holding
Funds holding: 14 → 13 (-1)
13.28% less ownership
Funds ownership: 79.57% → 66.29% (-13%)
32% less capital invested
Capital invested by funds: $17.7M → $12M (-$5.72M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$269K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$193K |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$178K |
| 4 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$43.3K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$6.46M |
| 2 |
Goldman Sachs
New York
|
-$186K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$791 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Lido Advisors
Los Angeles,
California
| $7.43M | -$6.46M | -225,750 | -48% |
|
|
SAG
2
SageView Advisory Group
Newport Beach,
California
| $1.92M | +$178K | +6,236 | +11% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $596K | +$193K | +6,760 | +52% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $551K | +$269K | +9,411 | +105% |
|
|
CCWM
5
Cassaday & Co Wealth Management
Mclean,
Virginia
| $434K | +$43.3K | +1,515 | +12% |
|
6
LPL Financial
San Diego,
California
| $251K | – | – | – |
|
|
FPAS
7
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $248K | +$27.1K | +947 | +13% |
|
8
HighTower Advisors
Chicago,
Illinois
| $244K | +$7.5K | +262 | +3% |
|
|
9
Goldman Sachs
New York
| $205K | -$186K | -6,514 | -49% |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $42.4K | +$1.06K | +37 | +3% |
|
|
AA
11
Addison Advisors
Middlebury,
Vermont
| $38.6K | +$3.86K | +135 | +12% |
|
|
SWA
12
SOA Wealth Advisors
New York
| $23.8K | – | – | – |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $3.16K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$791 | -27 | Closed |
|
EVUS Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 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.