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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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,040% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 5

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

69% more capital invested

Capital invested by funds: $150M → $254M (+$104M)

36% more funds holding

Funds holding: 7298 (+26)

5.75% less ownership

Funds ownership: 107.51%101.76% (-5.8%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
57
Reduced
5
Closed
8
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 +$40.9M +1,292,992 +63%
LPL Financial
2
LPL Financial
California
$25.6M +$11.5M +362,508 +83%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$21.4M +$8.27M +261,366 +65%
JP Morgan Chase
4
JP Morgan Chase
New York
$14.6M +$5.37M +169,767 +59%
PAS
5
Park Avenue Securities
New York
$10.6M +$4.14M +130,881 +65%
Lido Advisors
6
Lido Advisors
California
$7.33M +$256K +8,095 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.93M +$2.73M +86,423 +67%
MML Investors Services
8
MML Investors Services
Massachusetts
$5.39M +$2.42M +76,355 +83%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.84M +$1.32M +41,853 +38%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.45M +$2.62M +82,894 +334%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.21M +$1.4M +44,274 +79%
AssetMark Inc
12
AssetMark Inc
California
$2.69M +$994K +31,416 +60%
SAG
13
SageView Advisory Group
California
$2.15M +$58K +1,834 +3%
AFC
14
Avise Financial Cooperative
California
$1.95M +$1.93M +60,943 New
GM
15
GeoWealth Management
Illinois
$1.86M +$924K +29,206 +101%
OWA
16
One Wealth Advisors
California
$1.67M +$609K +19,255 +59%
UCFA
17
United Capital Financial Advisors
Texas
$1.64M +$673K +21,255 +71%
PWM
18
Perigon Wealth Management
California
$1.63M +$836K +26,429 +109%
OIA
19
OneDigital Investment Advisors
Kansas
$1.38M +$774K +24,465 +132%
SHJ
20
Sharkey, Howes & Javer
Colorado
$1.38M +$596K +18,829 +78%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.34M +$659K +20,813 +98%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.32M +$535K +16,917 +70%
HGWM
23
Horst & Graben Wealth Management
Oregon
$1.26M +$445K +14,066 +56%
GS
24
GTS Securities
New York
$1.24M +$1.23M +38,781 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.24M -$422K -13,327 -26%