We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trust Company
Kansas
$308K +$27.4K +631 +10%
PFA
252
Pathway Financial Advisors
Vermont
$307K
FF
253
Friedenthal Financial
New Jersey
$307K
UAS
254
United Asset Strategies
New York
$307K +$174 +4 +0.1%
MWM
255
Modern Wealth Management
Kansas
$306K +$21.9K +504 +8%
CFA
256
CWS Financial Advisors
Michigan
$304K +$1.78K +41 +0.6%
TFO
257
Tarbox Family Office
California
$302K
WC
258
Weil Company
California
$300K +$29.1K +669 +11%
DJSG
259
D.J. St. Germain
Massachusetts
$294K
BBA
260
BLB&B Advisors
Pennsylvania
$290K -$6.52K -150 -2%
HG
261
Harbor Group
New Hampshire
$288K +$738 +17 +0.3%
HWMG
262
Hurlow Wealth Management Group
Indiana
$279K -$94.6K -2,177 -26%
HHWM
263
Hiley Hunt Wealth Management
Nebraska
$278K +$565 +13 +0.2%
PFM
264
Peak Financial Management
Massachusetts
$277K +$14.3K +330 +6%
LW
265
Linscomb Wealth
Texas
$277K
GWM
266
Grand Wealth Management
Michigan
$273K -$217 -5 -0.1%
TWA
267
TCI Wealth Advisors
Arizona
$272K +$652 +15 +0.2%
JFA
268
JNBA Financial Advisors
Minnesota
$271K -$7.3K -168 -3%
OWA
269
One Wealth Advisors
California
$268K -$7.91K -182 -3%
CAL
270
Capital Analysts LLC
Pennsylvania
$266K +$3.17K +73 +1%
SA
271
Stewardship Advisors
Pennsylvania
$262K -$2.52K -58 -1%
Brown Advisory
272
Brown Advisory
Maryland
$261K +$39.7K +915 +19%
RIG
273
Ramiah Investment Group
Wisconsin
$260K -$46.4K -1,069 -16%
VCS
274
Vaughan & Co Securities
New Jersey
$254K -$261K -6,016 -52%
CG
275
Caprock Group
Idaho
$253K +$248K +5,710 New