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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
226
Elwood & Goetz Wealth Advisory Group
Georgia
$392K -$69.5K -1,601 -16%
RPSA
227
Richard P. Slaughter Associates
Texas
$380K -$24K -552 -6%
NA
228
Nautilus Advisors
California
$378K +$43 +1 +0%
VFA
229
Valeo Financial Advisors
Indiana
$375K -$11.6K -268 -3%
RP
230
Riverwater Partners
Wisconsin
$366K -$6.43K -148 -2%
NAS
231
NWF Advisory Services
California
$365K +$23.3K +536 +7%
WTB
232
Washington Trust Bank
Washington
$364K +$127K +2,930 +57%
RIM
233
Ryan Investment Management
Colorado
$362K
MCM
234
MAI Capital Management
Ohio
$361K +$169K +3,882 +94%
MT
235
Midwest Trust
Kansas
$358K -$139K -3,189 -29%
FG
236
Foster Group
Iowa
$358K +$7.64K +176 +2%
TIM
237
Tortoise Investment Management
New York
$352K +$27.1K +625 +9%
FPF
238
First Pacific Financial
Washington
$349K -$84.5K -1,946 -20%
WWM
239
Western Wealth Management
Colorado
$341K -$87 -2 -0%
FA
240
Fountainhead AM
New Jersey
$337K +$304 +7 +0.1%
BCI
241
Brinker Capital Investments
Pennsylvania
$328K -$37.5K -864 -11%
EFN
242
Equita Financial Network
Pennsylvania
$326K +$3.69K +85 +1%
MWP
243
Moller Wealth Partners
$324K +$912 +21 +0.3%
HBT
244
Hills Bank & Trust
Iowa
$323K +$6.34K +146 +2%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$322K -$80.1K -1,843 -21%
WFA
246
Wells Financial Advisors
Massachusetts
$319K
OFG
247
Opulen Financial Group
Virginia
$319K +$22.7K +523 +8%
OGF
248
Orin Green Financial
California
$316K +$36.7K +845 +14%
AF
249
Amara Financial
California
$314K +$956 +22 +0.3%
LA
250
LWM Advisors
California
$308K +$14.9K +344 +5%