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iShares ESG Aware MSCI USA Small-Cap ETF

383 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, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
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
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$264K +$98.1K +2,360 +52%
PFA
252
Pathway Financial Advisors
Vermont
$262K
CAL
253
Capital Analysts LLC
Pennsylvania
$258K -$57.9K -1,393 -17%
CFA
254
CWS Financial Advisors
Michigan
$257K +$499 +12 +0.2%
TFO
255
Tarbox Family Office
California
$257K
FA
256
Flagstar Advisors
New York
$252K -$12.6K -304 -4%
TC
257
Trust Company
Kansas
$252K +$17.2K +415 +7%
LA
258
LWM Advisors
California
$252K
OFG
259
Opulen Financial Group
Virginia
$251K +$499 +12 +0.2%
UAS
260
United Asset Strategies
New York
$250K +$665 +16 +0.2%
JFA
261
JNBA Financial Advisors
Minnesota
$246K -$58K -1,395 -18%
RFA
262
RTD Financial Advisors
Pennsylvania
$244K -$3.87K -93 -1%
BBA
263
BLB&B Advisors
Pennsylvania
$243K +$32K +770 +14%
WFA
264
Wade Financial Advisory
California
$241K +$4.9K +118 +2%
KWM
265
Kingsview Wealth Management
Oregon
$241K -$1.62K -39 -0.6%
HHWM
266
Hiley Hunt Wealth Management
Nebraska
$237K +$255K +6,133 New
LW
267
Linscomb Wealth
Texas
$236K
BCI
268
Brinker Capital Investments
Pennsylvania
$235K -$4.82K -116 -2%
OPS
269
Orion Portfolio Solutions
Nebraska
$235K -$4.82K -116 -2%
NP
270
NorthRock Partners
Minnesota
$235K -$14.9K -359 -6%
FCIM
271
Fairview Capital Investment Management
California
$234K
TSS
272
Two Sigma Securities
New York
$232K +$251K +6,048 New
NWMG
273
National Wealth Management Group
Ohio
$231K +$7.4K +178 +3%
TWA
274
TCI Wealth Advisors
Arizona
$228K -$9.06K -218 -4%
MWM
275
Modern Wealth Management
Kansas
$227K +$246K +5,915 New