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iShares ESG Aware MSCI USA Value ETF

98 hedge funds and large institutions have $254M invested in iShares ESG Aware MSCI USA Value ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$107M
LPL Financial
2
LPL Financial
California
$25.6M
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$21.4M
JP Morgan Chase
4
JP Morgan Chase
New York
$14.6M
PAS
5
Park Avenue Securities
New York
$10.6M
Lido Advisors
6
Lido Advisors
California
$7.33M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.93M
MML Investors Services
8
MML Investors Services
Massachusetts
$5.39M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.84M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.45M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.21M
AssetMark Inc
12
AssetMark Inc
California
$2.69M
SAG
13
SageView Advisory Group
California
$2.15M
AFC
14
Avise Financial Cooperative
California
$1.95M
GM
15
GeoWealth Management
Illinois
$1.86M
OWA
16
One Wealth Advisors
California
$1.67M
UCFA
17
United Capital Financial Advisors
Texas
$1.64M
PWM
18
Perigon Wealth Management
California
$1.63M
OIA
19
OneDigital Investment Advisors
Kansas
$1.38M
SHJ
20
Sharkey, Howes & Javer
Colorado
$1.38M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.34M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.32M
HGWM
23
Horst & Graben Wealth Management
Oregon
$1.26M
GS
24
GTS Securities
New York
$1.24M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.24M