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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
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
1SB
226
1ST Source Bank
Indiana
$509K
DT
227
Diversified Trust
Tennessee
$506K
DC
228
Davenport & Co
Virginia
$497K
AWM
229
Apollon Wealth Management
South Carolina
$488K
BF
230
Brooklyn FI
New York
$478K
PPW
231
Presilium Private Wealth
Pennsylvania
$476K
FNB
232
Farmers National Bank
Kentucky
$475K
KFI
233
Key Financial Inc
Pennsylvania
$470K
MAG
234
Mokosak Advisory Group
Iowa
$469K
CFG
235
Carr Financial Group
Massachusetts
$467K
FG
236
Foster Group
Iowa
$462K
EWA
237
Emergent Wealth Advisors
New York
$449K
TP
238
Trailhead Planners
Minnesota
$448K
TIM
239
Tortoise Investment Management
New York
$448K
T
240
TrueFG
Texas
$447K
PAG
241
Private Advisor Group
New Jersey
$440K
REMPR
242
Roof Eidam Maycock Peralta (REMP)
California
$440K
FTUS
243
Flow Traders U.S.
New York
$436K
Lido Advisors
244
Lido Advisors
California
$415K
WAM
245
Weinberger Asset Management
California
$406K
WTB
246
Washington Trust Bank
Washington
$404K
SCM
247
SOL Capital Management
Maryland
$403K
IAG
248
Ipsen Advisor Group
Arkansas
$400K
NA
249
Nautilus Advisors
California
$398K
FPF
250
First Pacific Financial
Washington
$396K