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iShares ESG Aware MSCI USA Small-Cap ETF

417 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 51 funds opening new positions, 173 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
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
TP
226
Trailhead Planners
Minnesota
$463K
T
227
TrueFG
Texas
$458K
MWM
228
Modern Wealth Management
Kansas
$445K
EWA
229
Emergent Wealth Advisors
New York
$440K
TIM
230
Tortoise Investment Management
New York
$438K
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$430K
CFG
232
Carr Financial Group
Massachusetts
$420K
AWM
233
Apollon Wealth Management
South Carolina
$411K
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$401K
MCWS
235
McKinley Carter Wealth Services
West Virginia
$399K
WTB
236
Washington Trust Bank
Washington
$397K
Lido Advisors
237
Lido Advisors
California
$392K
CFM
238
Cornerstone Financial Management
Massachusetts
$391K
NA
239
Nautilus Advisors
California
$389K
DAS
240
Dynamic Advisor Solutions
Arizona
$389K
XFP
241
Xena Financial Planning
Oregon
$387K
VFA
242
Valeo Financial Advisors
Indiana
$383K
RPSA
243
Richard P. Slaughter Associates
Texas
$382K
EFN
244
Equita Financial Network
Pennsylvania
$374K
RP
245
Riverwater Partners
Wisconsin
$367K
MT
246
Midwest Trust
Kansas
$365K
BCI
247
Brinker Capital Investments
Pennsylvania
$365K
WWM
248
Western Wealth Management
Colorado
$364K
NAS
249
NWF Advisory Services
California
$362K
MCM
250
MAI Capital Management
Ohio
$360K