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iShares ESG Aware MSCI USA Small-Cap ETF

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
226
Mokosak Advisory Group
Iowa
$328K -$1.77K -46 -0.5%
FF
227
Financial Futures
New Jersey
$328K +$7.87K +205 +2%
CFG
228
Carr Financial Group
Massachusetts
$323K -$63.7K -1,658 -16%
HWMG
229
Hurlow Wealth Management Group
Indiana
$321K -$198K -5,147 -38%
NA
230
Nautilus Advisors
California
$321K +$960 +25 +0.3%
PA
231
Pinnacle Associates
New York
$319K +$20.4K +532 +7%
AF
232
Amara Financial
California
$308K +$70.6K +1,838 +30%
FFN
233
Focus Financial Network
Minnesota
$304K -$58.5K -1,522 -16%
OWA
234
One Wealth Advisors
California
$304K -$615 -16 -0.2%
ACA
235
Aptus Capital Advisors
Alabama
$301K +$290K +7,562 +2,740%
NAS
236
NWF Advisory Services
California
$299K +$79.3K +2,065 +36%
FPF
237
First Pacific Financial
Washington
$296K +$384 +10 +0.1%
FA
238
Fountainhead AM
New Jersey
$289K -$45.3K -1,180 -14%
LWM
239
LongView Wealth Management
Georgia
$289K +$289K +7,512 New
AWM
240
Apollon Wealth Management
South Carolina
$280K +$5.53K +144 +2%
MWP
241
Moller Wealth Partners
$280K +$25.4K +662 +10%
AssetMark Inc
242
AssetMark Inc
California
$280K +$49.9K +1,298 +22%
GWA
243
GGM Wealth Advisors
Maryland
$278K
FG
244
Foster Group
Iowa
$275K +$7.49K +195 +3%
WFA
245
Wells Financial Advisors
Massachusetts
$272K +$3.84K +100 +1%
HBT
246
Hills Bank & Trust
Iowa
$270K +$77 +2 +0%
PCMC
247
Paragon Capital Management (Colorado)
Colorado
$269K +$269K +7,015 New
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$20.3K +529 +8%
TIM
249
Tortoise Investment Management
New York
$264K +$90.6K +2,360 +52%
PFA
250
Pathway Financial Advisors
Vermont
$262K