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iShares ESG Aware MSCI USA Value ETF

70 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 58 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$64.2M
2 +$13.4M
3 +$12.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$8.99M
5
PAS
Park Avenue Securities
New York
+$6.29M

Top Sellers

1 -$704K
2 -$566K
3 -$205K
4
LFG
Larson Financial Group
Missouri
-$13.6K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.2M
LPL Financial
2
LPL Financial
California
$13.7M
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.7M
JP Morgan Chase
4
JP Morgan Chase
New York
$8.99M
Lido Advisors
5
Lido Advisors
California
$7.07M
PAS
6
Park Avenue Securities
New York
$6.29M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.08M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.44M
MML Investors Services
9
MML Investors Services
Massachusetts
$2.89M
SAG
10
SageView Advisory Group
California
$2.06M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.76M
AssetMark Inc
12
AssetMark Inc
California
$1.65M
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.64M
Jane Street
14
Jane Street
New York
$1.28M
OWA
15
One Wealth Advisors
California
$1.03M
FPAS
16
Focus Partners Advisor Solutions
Missouri
$1.02M
UCFA
17
United Capital Financial Advisors
Texas
$945K
GM
18
GeoWealth Management
Illinois
$912K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$852K
HGWM
20
Horst & Graben Wealth Management
Oregon
$793K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$781K
PWM
22
Perigon Wealth Management
California
$764K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$761K
SHJ
24
Sharkey, Howes & Javer
Colorado
$759K
SWM
25
SigFig Wealth Management
California
$692K