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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
251
Hills Bank & Trust
Iowa
$290K
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$289K +$465 +12 +0.2%
AF
253
Amara Financial
California
$287K -$41.5K -1,072 -13%
RIG
254
Ramiah Investment Group
Wisconsin
$283K +$265K +6,837 New
PFA
255
Pathway Financial Advisors
Vermont
$282K
FF
256
Friedenthal Financial
New Jersey
$281K -$185K -4,789 -41%
UAS
257
United Asset Strategies
New York
$281K +$11.4K +294 +5%
CFA
258
CWS Financial Advisors
Michigan
$277K +$542 +14 +0.2%
TFO
259
Tarbox Family Office
California
$277K
BBA
260
BLB&B Advisors
Pennsylvania
$272K +$9.99K +258 +4%
FA
261
Flagstar Advisors
New York
$272K +$735 +19 +0.3%
OFG
262
Opulen Financial Group
Virginia
$271K +$735 +19 +0.3%
DJSG
263
D.J. St. Germain
Massachusetts
$269K +$252K +6,511 New
Neuberger Berman Group
264
Neuberger Berman Group
New York
$269K +$252K +6,507 New
LA
265
LWM Advisors
California
$268K
HG
266
Harbor Group
New Hampshire
$264K -$113K -2,919 -31%
MWM
267
Modern Wealth Management
Kansas
$260K +$14.6K +376 +6%
HHWM
268
Hiley Hunt Wealth Management
Nebraska
$258K +$465 +12 +0.2%
TC
269
Trust Company
Kansas
$256K -$14K -361 -6%
JFA
270
JNBA Financial Advisors
Minnesota
$256K -$8.36K -216 -3%
OGF
271
Orin Green Financial
California
$255K
LW
272
Linscomb Wealth
Texas
$254K
OWA
273
One Wealth Advisors
California
$253K -$69.8K -1,803 -23%
RFA
274
RTD Financial Advisors
Pennsylvania
$252K -$9.17K -237 -4%
GWM
275
Grand Wealth Management
Michigan
$251K +$7.39K +191 +3%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.