We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M +$14.8M +305,060 +10%
Northern Trust
2
Northern Trust
Illinois
$99.1M +$2.06M +42,521 +2%
Bank of America
3
Bank of America
North Carolina
$97.1M +$11.7M +241,337 +13%
Betterment LLC
4
Betterment LLC
New York
$84.1M +$283K +5,843 +0.3%
Creative Planning
5
Creative Planning
Kansas
$73.7M +$1.07M +21,961 +1%
Goldman Sachs
6
Goldman Sachs
New York
$54.4M +$1.19M +24,636 +2%
TWIM
7
TIAA Wealth Investment Management
New York
$46.7M +$49.7M +1,024,984 New
FT
8
Fiduciary Trust
Massachusetts
$40.2M -$349K -7,194 -0.8%
Vontobel Holding
9
Vontobel Holding
Switzerland
$37.6M -$1.46M -30,000 -4%
BlackRock
10
BlackRock
New York
$35M +$1.15M +23,618 +3%
Wells Fargo
11
Wells Fargo
California
$33.9M +$1.61M +33,168 +5%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$33.3M +$34.4M +708,994 New
AA
13
Acorns Advisers
California
$30.2M -$368K -7,593 -1%
M&T Bank
14
M&T Bank
New York
$29.2M -$3.16M -65,069 -9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$1.18M +24,350 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.6M +$994K +20,485 +4%
UBS Group
17
UBS Group
Switzerland
$24.2M +$2.48M +51,025 +11%
Ameriprise
18
Ameriprise
Minnesota
$22.7M -$4.47M -92,055 -16%
SHGA
19
Sand Hill Global Advisors
California
$22.2M -$106K -2,189 -0.5%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$21.7M -$107K -2,205 -0.5%
SEI Investments
21
SEI Investments
Pennsylvania
$21.3M -$40.2K -829 -0.2%
LPL Financial
22
LPL Financial
California
$20.3M +$2.08M +42,911 +11%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$18M +$2.45M +50,596 +15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$15.5M +$2.1M +43,213 +15%
HighTower Advisors
25
HighTower Advisors
Illinois
$14.5M +$115K +2,361 +0.8%