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

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
Betterment LLC
New York
$72.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$97.4M
4
AA
Acorns Advisers
California
$25.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
Ameriprise
Minnesota
$22.1M
5
Northern Trust
Northern Trust
Illinois
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
251
Friedenthal Financial
New Jersey
$281K -$198K -4,789 -41%
UAS
252
United Asset Strategies
New York
$281K +$12.2K +294 +5%
CFA
253
CWS Financial Advisors
Michigan
$277K +$579 +14 +0.2%
TFO
254
Tarbox Family Office
California
$277K – – –
BBA
255
BLB&B Advisors
Pennsylvania
$272K +$10.7K +258 +4%
FA
256
Flagstar Advisors
New York
$272K +$785 +19 +0.3%
OFG
257
Opulen Financial Group
Virginia
$271K +$785 +19 +0.3%
DJSG
258
D.J. St. Germain
Massachusetts
$269K +$269K +6,511 New
Neuberger Berman Group
259
Neuberger Berman Group
New York
$269K +$269K +6,507 New
LA
260
LWM Advisors
California
$268K – – –
HG
261
Harbor Group
New Hampshire
$264K -$121K -2,919 -31%
HHWM
262
Hiley Hunt Wealth Management
Nebraska
$258K +$504 +12 +0.2%
TC
263
Trust Company
Kansas
$256K -$14.9K -361 -6%
JFA
264
JNBA Financial Advisors
Minnesota
$256K -$8.93K -216 -3%
OGF
265
Orin Green Financial
California
$255K – – –
LW
266
Linscomb Wealth
Texas
$254K – – –
OWA
267
One Wealth Advisors
California
$253K -$74.5K -1,803 -23%
RFA
268
RTD Financial Advisors
Pennsylvania
$252K -$9.8K -237 -4%
GWM
269
Grand Wealth Management
Michigan
$251K +$7.89K +191 +3%
TWA
270
TCI Wealth Advisors
Arizona
$249K +$3.02K +73 +1%
WC
271
Weil Company
California
$248K +$248K +5,995 New
SA
272
Stewardship Advisors
Pennsylvania
$243K +$1.45K +35 +0.6%
PFM
273
Peak Financial Management
Massachusetts
$240K – – –
CAL
274
Capital Analysts LLC
Pennsylvania
$240K -$37.4K -908 -13%
FCIM
275
Fairview Capital Investment Management
California
$231K -$20.7K -500 -8%
9 10
11
12 13