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iShares ESG Aware MSCI USA Small-Cap ETF

385 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
HPC
HM Payson & Co
Maine
-$6.27M
5
Ameriprise
Ameriprise
Minnesota
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
226
D.E. Shaw & Co
New York
$371K
CAG
227
Curtis Advisory Group
California
$364K
VFA
228
Valeo Financial Advisors
Indiana
$355K
MAG
229
Mokosak Advisory Group
Iowa
$354K
CFG
230
Carr Financial Group
Massachusetts
$348K
NA
231
Nautilus Advisors
California
$347K
HWMG
232
Hurlow Wealth Management Group
Indiana
$346K
SFP
233
Sandbox Financial Partners
Maryland
$344K
RP
234
Riverwater Partners
Wisconsin
$342K
BF
235
Brooklyn FI
New York
$340K
BCI
236
Brinker Capital Investments
Pennsylvania
$336K
PCMC
237
Paragon Capital Management (Colorado)
Colorado
$332K
RIM
238
Ryan Investment Management
Colorado
$332K
FG
239
Foster Group
Iowa
$321K
WWM
240
Western Wealth Management
Colorado
$313K
NAS
241
NWF Advisory Services
California
$312K
PA
242
Pinnacle Associates
New York
$309K
FA
243
Fountainhead AM
New Jersey
$309K
EC
244
Estate Counselors
Wisconsin
$299K
TIM
245
Tortoise Investment Management
New York
$297K
MWP
246
Moller Wealth Partners
$297K
EFN
247
Equita Financial Network
Pennsylvania
$296K
WFA
248
Wells Financial Advisors
Massachusetts
$293K
HBT
249
Hills Bank & Trust
Iowa
$290K
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$289K