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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
251
Dynamic Advisor Solutions
Arizona
$394K -$3.98K -82 -1%
MT
252
Midwest Trust
Kansas
$386K +$13.6K +281 +4%
WWM
253
Western Wealth Management
Colorado
$380K +$8.25K +170 +2%
RP
254
Riverwater Partners
Wisconsin
$376K +$243 +5 +0.1%
EFN
255
Equita Financial Network
Pennsylvania
$371K -$12.3K -253 -3%
NAS
256
NWF Advisory Services
California
$371K +$388 +8 +0.1%
MCM
257
MAI Capital Management
Ohio
$367K -$970 -20 -0.3%
AAM
258
Aureus Asset Management
Massachusetts
$367K +$378K +7,800 New
CFM
259
Cornerstone Financial Management
Massachusetts
$360K -$41.2K -850 -10%
OBWG
260
Onyx Bridge Wealth Group
New York
$358K +$370K +7,622 New
BCI
261
Brinker Capital Investments
Pennsylvania
$357K -$16.5K -340 -4%
UCFA
262
United Capital Financial Advisors
Texas
$353K -$194K -4,005 -35%
OGF
263
Orin Green Financial
California
$352K +$22.9K +473 +7%
OFG
264
Opulen Financial Group
Virginia
$339K +$825 +17 +0.2%
RPSA
265
Richard P. Slaughter Associates
Texas
$337K -$55.6K -1,147 -14%
HBT
266
Hills Bank & Trust
Iowa
$336K
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
$335K
WFA
268
Wells Financial Advisors
Massachusetts
$333K
FIT
269
Financially in Tune
Massachusetts
$332K
PFA
270
Pathway Financial Advisors
Vermont
$324K
LA
271
LWM Advisors
California
$321K
CAL
272
Capital Analysts LLC
Pennsylvania
$321K +$43K +887 +15%
DJSG
273
D.J. St. Germain
Massachusetts
$321K -$437 -9 -0.1%
TC
274
Trust Company
Kansas
$321K -$38.8K -799 -10%
CA
275
Clune & Associates
Illinois
$316K +$326K +6,721 New