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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$258K -$53.4K -1,393 -17%
CFA
252
CWS Financial Advisors
Michigan
$257K +$461 +12 +0.2%
TFO
253
Tarbox Family Office
California
$257K – – –
FA
254
Flagstar Advisors
New York
$252K -$11.7K -304 -4%
TC
255
Trust Company
Kansas
$252K +$15.9K +415 +7%
LA
256
LWM Advisors
California
$252K – – –
OFG
257
Opulen Financial Group
Virginia
$251K +$461 +12 +0.2%
UAS
258
United Asset Strategies
New York
$250K +$615 +16 +0.2%
JFA
259
JNBA Financial Advisors
Minnesota
$246K -$53.6K -1,395 -18%
RFA
260
RTD Financial Advisors
Pennsylvania
$244K -$3.57K -93 -1%
BBA
261
BLB&B Advisors
Pennsylvania
$243K +$29.6K +770 +14%
WFA
262
Wade Financial Advisory
California
$241K +$4.53K +118 +2%
KWM
263
Kingsview Wealth Management
Oregon
$241K -$1.5K -39 -0.6%
HHWM
264
Hiley Hunt Wealth Management
Nebraska
$237K +$237K +6,133 New
LW
265
Linscomb Wealth
Texas
$236K – – –
OPS
266
Orion Portfolio Solutions
Nebraska
$235K -$4.46K -116 -2%
BCI
267
Brinker Capital Investments
Pennsylvania
$235K -$4.46K -116 -2%
NP
268
NorthRock Partners
Minnesota
$235K -$13.8K -359 -6%
FCIM
269
Fairview Capital Investment Management
California
$234K – – –
TSS
270
Two Sigma Securities
New York
$232K +$232K +6,048 New
NWMG
271
National Wealth Management Group
Ohio
$231K +$6.84K +178 +3%
TWA
272
TCI Wealth Advisors
Arizona
$228K -$8.37K -218 -4%
MWM
273
Modern Wealth Management
Kansas
$227K +$227K +5,915 New
GWM
274
Grand Wealth Management
Michigan
$226K -$2.07K -54 -0.9%
SA
275
Stewardship Advisors
Pennsylvania
$224K -$1.46M -37,982 -87%
9 10
11
12 13