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iShares ESG Aware MSCI USA Small-Cap ETF

413 hedge funds and large institutions have $1.56B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modern Wealth Management
Kansas
$445K
EWA
227
Emergent Wealth Advisors
New York
$440K
TIM
228
Tortoise Investment Management
New York
$438K
REMPR
229
Roof Eidam Maycock Peralta (REMP)
California
$430K
CFG
230
Carr Financial Group
Massachusetts
$420K
AWM
231
Apollon Wealth Management
South Carolina
$411K
EGWAG
232
Elwood & Goetz Wealth Advisory Group
Georgia
$401K
MCWS
233
McKinley Carter Wealth Services
West Virginia
$399K
WTB
234
Washington Trust Bank
Washington
$397K
Lido Advisors
235
Lido Advisors
California
$392K
CFM
236
Cornerstone Financial Management
Massachusetts
$391K
NA
237
Nautilus Advisors
California
$389K
DAS
238
Dynamic Advisor Solutions
Arizona
$389K
XFP
239
Xena Financial Planning
Oregon
$387K
VFA
240
Valeo Financial Advisors
Indiana
$383K
RPSA
241
Richard P. Slaughter Associates
Texas
$382K
EFN
242
Equita Financial Network
Pennsylvania
$374K
RP
243
Riverwater Partners
Wisconsin
$367K
MT
244
Midwest Trust
Kansas
$365K
BCI
245
Brinker Capital Investments
Pennsylvania
$365K
WWM
246
Western Wealth Management
Colorado
$364K
MCM
247
MAI Capital Management
Ohio
$360K
SA
248
Sanctuary Advisors
Indiana
$354K
TC
249
Trust Company
Kansas
$350K
FPF
250
First Pacific Financial
Washington
$337K