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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Sanctuary Advisors
Indiana
$354K +$99.6K +2,185 +40%
TC
252
Trust Company
Kansas
$350K +$36.3K +797 +12%
FPF
253
First Pacific Financial
Washington
$337K -$18.8K -412 -5%
MWP
254
Moller Wealth Partners
$332K +$957 +21 +0.3%
OFG
255
Opulen Financial Group
Virginia
$330K +$4.56K +100 +1%
RIG
256
Ramiah Investment Group
Wisconsin
$329K +$63.5K +1,393 +24%
HBT
257
Hills Bank & Trust
Iowa
$329K -$1.14K -25 -0.3%
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
$328K
PFA
259
Pathway Financial Advisors
Vermont
$327K
WFA
260
Wells Financial Advisors
Massachusetts
$326K
FIT
261
Financially in Tune
Massachusetts
$325K +$322K +7,070 New
OGF
262
Orin Green Financial
California
$323K
LA
263
LWM Advisors
California
$314K
DJSG
264
D.J. St. Germain
Massachusetts
$314K +$14.7K +323 +5%
CFA
265
CWS Financial Advisors
Michigan
$311K +$638 +14 +0.2%
SWGC
266
Summit Wealth Group (Colorado)
Colorado
$310K +$307K +6,745 New
FFS
267
Founders Financial Securities
Maryland
$310K +$67.2K +1,475 +28%
XT
268
XTX Topco
Cayman Islands
$310K +$307K +6,736 New
PWC
269
Pathfinder Wealth Consulting
North Carolina
$309K +$306K +6,721 New
UAS
270
United Asset Strategies
New York
$300K -$12.5K -275 -4%
HSWS
271
Higgins & Schmidt Wealth Strategies
Colorado
$295K +$80.5K +1,766 +38%
WC
272
Weil Company
California
$294K -$12.5K -275 -4%
HHWM
273
Hiley Hunt Wealth Management
Nebraska
$290K +$7.2K +158 +3%
WA
274
Winter & Associates
Minnesota
$289K +$287K +6,285 New
FF
275
Friedenthal Financial
New Jersey
$289K -$24.1K -529 -8%