Who Owns EVUS?
iShares ESG Aware MSCI USA Value ETF — Institutional Ownership & 13F Holdings
$33.70
-0.07 (-0.21%)
Market Cap
$151.8M
Shares Outstanding
4,613,883
Institutional Holders
14
Total Inst. Value
$3.9M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
7
Closed Positions
2
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SageView Advisory Group, LLCNew | $1.7M | 56,619 |
| 2 | GOLDMAN SACHS GROUP INCNew | $390K | 13,319 |
| 3 | Tower Research Capital LLC (TRC) | $382K | 13,055 |
| 4 | Cassaday & Co Wealth Management LLC | $378K | 12,910 |
| 5 | COMMONWEALTH EQUITY SERVICES, LLCNew | $261K | 8,925 |
| 6 | LPL Financial LLCNew | $245K | 8,354 |
| 7 | HighTower Advisors, LLC | $230K | 7,856 |
| 8 | Focus Partners Advisor Solutions, LLCNew | $214K | 7,313 |
| 9 | Larson Financial Group LLC | $40K | 1,372 |
| 10 | Addison Advisors LLC | $34K | 1,150 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SageView Advisory Group, LLCNew | +57K | $1.7M |
| GOLDMAN SACHS GROUP INCNew | +13K | $390K |
| COMMONWEALTH EQUITY SERVICES, LLCNew | +9K | $261K |
| LPL Financial LLCNew | +8K | $245K |
| HighTower Advisors, LLC | +112 | $230K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | -14K | $382K |
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Frequently Asked Questions
How many institutional investors hold EVUS?
As of Q1 2025, 14 institutional investors report holding EVUS (iShares ESG Aware MSCI USA Value ETF) in their 13F filings.
Which hedge fund owns the most EVUS?
The largest institutional holder of EVUS is SageView Advisory Group, LLC with $1.7M in shares.
Are institutions buying or selling EVUS?
This quarter, 7 institutions opened new positions in EVUS and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.