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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TP
226
Trailhead Planners
Minnesota
$463K +$459K +10,059 New
T
227
TrueFG
Texas
$458K -$2.1K -46 -0.5%
MWM
228
Modern Wealth Management
Kansas
$445K +$132K +2,891 +43%
EWA
229
Emergent Wealth Advisors
New York
$440K
TIM
230
Tortoise Investment Management
New York
$438K +$77.4K +1,698 +22%
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$430K
CFG
232
Carr Financial Group
Massachusetts
$420K -$66.7K -1,464 -14%
AWM
233
Apollon Wealth Management
South Carolina
$411K -$9.89K -217 -2%
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$401K +$1.19K +26 +0.3%
MCWS
235
McKinley Carter Wealth Services
West Virginia
$399K -$49.2K -1,079 -11%
WTB
236
Washington Trust Bank
Washington
$397K +$25.7K +564 +7%
Lido Advisors
237
Lido Advisors
California
$392K +$390K +8,548 New
CFM
238
Cornerstone Financial Management
Massachusetts
$391K +$388K +8,504 New
NA
239
Nautilus Advisors
California
$389K +$3.51K +77 +0.9%
DAS
240
Dynamic Advisor Solutions
Arizona
$389K +$385K +8,455 New
XFP
241
Xena Financial Planning
Oregon
$387K +$383K +8,408 New
VFA
242
Valeo Financial Advisors
Indiana
$383K +$274 +6 +0.1%
RPSA
243
Richard P. Slaughter Associates
Texas
$382K -$5.15K -113 -1%
EFN
244
Equita Financial Network
Pennsylvania
$374K +$40.8K +895 +12%
RP
245
Riverwater Partners
Wisconsin
$367K -$5.7K -125 -2%
MT
246
Midwest Trust
Kansas
$365K -$410 -9 -0.1%
BCI
247
Brinker Capital Investments
Pennsylvania
$365K +$29.9K +656 +9%
WWM
248
Western Wealth Management
Colorado
$364K +$15.5K +341 +5%
NAS
249
NWF Advisory Services
California
$362K -$9.71K -213 -3%
MCM
250
MAI Capital Management
Ohio
$360K -$8.94K -196 -2%