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iShares ESG Aware MSCI USA Value ETF
EVUS

72 hedge funds and large institutions have $150M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,900% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 1

1,153% more capital invested

Capital invested by funds: $12M → $150M (+$138M)

454% more funds holding

Funds holding: 13 → 72 (+59)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

41.22% more ownership

Funds ownership: 66.29% → 107.51% (+41%)

Holders
72
Holders Change
+59
Holders Change %
+453.85%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.7M
2
LPL Financial
LPL Financial
California
+$13.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$12.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$8.78M
5
PAS
Park Avenue Securities
New York
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$688K
2
TRCT
Tower Research Capital (TRC)
New York
-$553K
3
Goldman Sachs
Goldman Sachs
New York
-$205K
4
LFG
Larson Financial Group
Missouri
-$13.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.2M +$62.7M +2,041,243 New
LPL Financial
2
LPL Financial
California
$13.7M +$13.1M +427,090 +5,112%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.7M +$12.4M +405,022 New
JP Morgan Chase
4
JP Morgan Chase
New York
$8.99M +$8.78M +285,808 New
Lido Advisors
5
Lido Advisors
California
$7.07M -$688K -22,396 -9%
PAS
6
Park Avenue Securities
New York
$6.29M +$6.15M +200,139 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.08M +$3.99M +129,835 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.44M +$3.35M +109,250 New
MML Investors Services
9
MML Investors Services
Massachusetts
$2.89M +$2.82M +91,993 New
SAG
10
SageView Advisory Group
California
$2.06M +$78.9K +2,570 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.76M +$1.72M +55,994 New
AssetMark Inc
12
AssetMark Inc
California
$1.65M +$1.61M +52,554 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.64M +$1.6M +51,978 New
Jane Street
14
Jane Street
New York
$1.28M +$1.25M +40,767 New
OWA
15
One Wealth Advisors
California
$1.03M +$1.01M +32,749 New
FPAS
16
Focus Partners Advisor Solutions
Missouri
$1.02M +$738K +24,050 +291%
UCFA
17
United Capital Financial Advisors
Texas
$945K +$922K +30,036 New
GM
18
GeoWealth Management
Illinois
$912K +$890K +28,992 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$852K +$832K +27,094 New
HGWM
20
Horst & Graben Wealth Management
Oregon
$793K +$774K +25,204 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$781K +$199K +6,481 +35%
PWM
22
Perigon Wealth Management
California
$764K +$746K +24,296 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$761K +$743K +24,186 New
SHJ
24
Sharkey, Howes & Javer
Colorado
$759K +$741K +24,118 New
SWM
25
SigFig Wealth Management
California
$692K +$677K +22,045 New
1
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EVUS Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Value ETF (EVUS) for Q3 2025, worth a combined $150M — up 1,153% from $12M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EVUS positions and 1 closed out — a net gain of 59 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $62.7M. The largest seller was Lido Advisors, cutting an estimated $688K.

  • 72 institutional investors held iShares ESG Aware MSCI USA Value ETF (EVUS) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $150M of iShares ESG Aware MSCI USA Value ETF stock for Q3 2025, up 1,153% quarter-over-quarter.
  • 60 funds opened new iShares ESG Aware MSCI USA Value ETF positions in Q3 2025 and 1 closed out, a net change of +59 holders.
  • The largest iShares ESG Aware MSCI USA Value ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $62.7M added.
  • The largest iShares ESG Aware MSCI USA Value ETF seller in Q3 2025 was Lido Advisors, an estimated $688K sold.

Based on aggregated 13F filings for Q3 2025.