Who Owns iShares ESG Aware MSCI USA Value ETF (EVUS)?Hedge Fund & Institutional Holders

$32.19-0.03 (-0.08%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4000000300000027e+264T

% of Float Held

—

QoQ Change in Holders

+10 / -6

Price History

$25.95$27.95$29.94$31.93$33.93Sep 24Jun 25Mar 26

EVUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JPMORGAN CHASE & COIncreased+170K+$5.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+108K+$3.0B
Horst & Graben Wealth Management LLCNew Position+39K+$1.3B
ASSETMARK, INCIncreased+31K+$1.0B
SigFig Wealth Management, LLCNew Position+31K+$995.0M
Austin Private Wealth, LLCNew Position+19K+$621.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+18K+$567.0M
OneDigital Investment Advisors LLCIncreased+24K+$416.7M
LIFELONG WEALTH ADVISORS, INC.New Position+10K+$324.0M
Orion Porfolio Solutions, LLCIncreased+15K+$323.7M
RCS Financial Planning, LLCNew Position+10K+$322.0M
THEORY FINANCIAL LLCNew Position+10K+$320.0M
Farther Finance Advisors, LLCIncreased+9K+$289.4M
DIVERSIFY WEALTH MANAGEMENT, LLCNew Position+9K+$282.0M
Archer Investment Management, LLCNew Position+8K+$263.0M

EVUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-41K-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-9K-$852.1M
OSAIC HOLDINGS, INC.Decreased-3K-$455.8M
Integrated Wealth Concepts LLCClosed Position-7K-$221.8M
UBS Group AGClosed Position-2K-$64.3M
Tower Research Capital LLC (TRC)Closed Position-2K-$57.0M
Focus Partners Advisor Solutions, LLCDecreased-11K-$1.0M
Allworth Financial LPClosed Position-5-$158K
Strategic Wealth Partners, Ltd.Closed Position-33-$1K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO454,537$14.0B0.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC107,711$3.0B0.00%Share
3ASSETMARK, INC83,970$2.7B0.01%Share
4Horst & Graben Wealth Management LLC39,270$1.3B0.19%Share
5GeoWealth Management, LLC58,198$1.0B0.04%Share
6Orion Porfolio Solutions, LLC36,198$1.0B0.01%Share
7UNITED CAPITAL FINANCIAL ADVISORS, LLC51,291$1.0B0.01%Share
8OneDigital Investment Advisors LLC43,013$1.0B0.01%Share
9SigFig Wealth Management, LLC31,057$995.0M0.03%Share
10Austin Private Wealth, LLC19,394$621.0M0.05%Share
11SAGESPRING WEALTH PARTNERS, LLC17,722$567.0M0.01%Share
12Regal Investment Advisors LLC17,602$563.0M0.03%Share
13ONE WEALTH CAPITAL MANAGEMENT, LLC12,222$391.0M0.17%Share
14Farther Finance Advisors, LLC10,449$334.0M0.00%Share
15LIFELONG WEALTH ADVISORS, INC.10,123$324.0M0.09%Share
16RCS Financial Planning, LLC10,058$322.0M0.14%Share
17THEORY FINANCIAL LLC9,648$320.0M0.11%Share
18DIVERSIFY WEALTH MANAGEMENT, LLC8,607$282.0M0.01%Share
19Archer Investment Management, LLC8,227$263.0M0.14%Share
20EQ LLC7,995$256.0M0.07%Share
21Charter Oak Capital Management, LLC7,794$249.0M0.02%Share
22WEALTHGARDEN F.S. LLC7,154$237.0M0.16%Share
23Oregon Pacific Wealth Management, LLC6,532$209.0M0.22%Share
24LifePlan Investment Advisors, Inc.6,527$209.0M0.09%Share
25Maia Wealth LLC6,023$201.0M0.03%Share
26Gen-Wealth Partners Inc4,997$160.0M0.05%Share
27ENVESTNET ASSET MANAGEMENT INC3,334,235$106.0M0.03%Share
28JFS WEALTH ADVISORS, LLC2,820$90.0M0.01%Share
29COMERICA BANK2,604$83.0M0.00%Share
30Addison Advisors LLC1,855$59.0M0.01%Share
31Scarborough Advisors, LLC1,624$52.0M0.01%Share
32Scarborough Advisors, LLC1,034$32.0M0.01%Share
33SOA Wealth Advisors, LLC.793$25.0M0.00%Share
34LPL Financial LLC797,952$25.0M0.01%Share
35Envestnet Portfolio Solutions, Inc.666,388$21.0M0.07%Share
36CoreCap Advisors, LLC444$14.0M0.00%Share
37FLAGSHIP HARBOR ADVISORS, LLC359$11.0M0.00%Share
38PARK AVENUE SECURITIES LLC331,020$10.6M0.09%Share
39Kilter Group LLC300$9.0M0.00%Share
40Lido Advisors, LLC232,858$7.0M0.02%Share
41Cetera Investment Advisers216,258$6.0M0.01%Share
42Kilter Group LLC191$6.0M0.00%Share
43MML INVESTORS SERVICES, LLC168,348$5.0M0.01%Share
44CWM, LLC151,103$4.8M0.01%Share
45Sunbelt Securities, Inc.104$3.0M0.00%Share
46INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC101$3.0M0.00%Share
47Janney Montgomery Scott LLC100,268$3.0M0.01%Share
48Cornerstone Planning Group LLC101$3.0M0.00%Share
49Commonwealth Retirement Investments LLC67$2.0M0.00%Share
50SageView Advisory Group, LLC67,259$2.0M0.07%Share

EVUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$32.1B+53
Q3 202545$47.2B+35
Q2 202510$1.7B-4
Q1 202514$15.5B+5
Q4 20249$372.4B+1
Q3 20248$24.7B+4
Q2 20244$3.9B+2
Q1 20242$3.3B—

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As of Q4 2025, 50 institutional investors hold EVUS (iShares ESG Aware MSCI USA Value ETF). The largest holder is JPMORGAN CHASE & CO with $14.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own EVUS?

As of Q4 2025, 50 institutional investors report holding EVUS (iShares ESG Aware MSCI USA Value ETF) in their 13F filings.

Who is the largest institutional holder of EVUS?

The largest institutional holder of EVUS is JPMORGAN CHASE & CO with $14.0B in shares.

Is institutional ownership of EVUS increasing or decreasing?

This quarter, 10 institutions opened new positions in EVUS and 6 closed their positions.