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iShares ESG Aware MSCI USA Value ETF

112 hedge funds and large institutions have $280M invested in iShares ESG Aware MSCI USA Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

14% more funds holding

Funds holding: 98112 (+14)

10% more capital invested

Capital invested by funds: $254M → $280M (+$26.2M)

1.35% less ownership

Funds ownership: 101.76%100.41% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
35
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.6M -$9.9M -300,177 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$47.4M +$35.1M +1,065,532 +234%
LPL Financial
3
LPL Financial
California
$24.6M -$816K -24,739 -3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$18.5M -$2.82M -85,615 -13%
PAS
5
Park Avenue Securities
New York
$9.42M -$1.16M -35,206 -11%
Lido Advisors
6
Lido Advisors
California
$7.35M -$66.7K -2,022 -0.9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.19M -$715K -21,694 -10%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.99M +$185K +5,602 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.26M -$1.14M -34,440 -20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.48M +$53.4K +1,619 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.85M -$349K -10,584 -11%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.6M +$1.45M +43,870 +114%
AssetMark Inc
13
AssetMark Inc
California
$2.39M -$293K -8,877 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.18M +$1.8M +54,728 +399%
Creative Planning
15
Creative Planning
Kansas
$2.16M +$2.24M +67,881 New
AFC
16
Avise Financial Cooperative
California
$2.13M +$197K +5,969 +10%
GS
17
GTS Securities
New York
$1.85M +$633K +19,192 +49%
GM
18
GeoWealth Management
Illinois
$1.68M -$175K -5,308 -9%
PWM
19
Perigon Wealth Management
California
$1.46M -$156K -4,737 -9%
UCFA
20
United Capital Financial Advisors
Texas
$1.45M -$188K -5,696 -11%
OWA
21
One Wealth Advisors
California
$1.45M -$212K -6,429 -12%
AIM
22
Archer Investment Management
Texas
$1.35M +$1.13M +34,157 +415%
AF
23
Affiance Financial
Minnesota
$1.31M +$1.36M +41,167 New
HGWM
24
Horst & Graben Wealth Management
Oregon
$1.3M -$21.1K -641 -2%
SHJ
25
Sharkey, Howes & Javer
Colorado
$1.23M -$144K -4,362 -10%