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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
251
NWF Advisory Services
California
$371K
MCM
252
MAI Capital Management
Ohio
$367K
AAM
253
Aureus Asset Management
Massachusetts
$367K
CFM
254
Cornerstone Financial Management
Massachusetts
$360K
OBWG
255
Onyx Bridge Wealth Group
New York
$358K
BCI
256
Brinker Capital Investments
Pennsylvania
$357K
UCFA
257
United Capital Financial Advisors
Texas
$353K
OGF
258
Orin Green Financial
California
$352K
OFG
259
Opulen Financial Group
Virginia
$339K
RPSA
260
Richard P. Slaughter Associates
Texas
$337K
HBT
261
Hills Bank & Trust
Iowa
$336K
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
$335K
WFA
263
Wells Financial Advisors
Massachusetts
$333K
FIT
264
Financially in Tune
Massachusetts
$332K
PFA
265
Pathway Financial Advisors
Vermont
$324K
LA
266
LWM Advisors
California
$321K
CAL
267
Capital Analysts LLC
Pennsylvania
$321K
DJSG
268
D.J. St. Germain
Massachusetts
$321K
TC
269
Trust Company
Kansas
$321K
CA
270
Clune & Associates
Illinois
$316K
PWC
271
Pathfinder Wealth Consulting
North Carolina
$316K
SWGC
272
Summit Wealth Group (Colorado)
Colorado
$315K
UAS
273
United Asset Strategies
New York
$314K
CFA
274
CWS Financial Advisors
Michigan
$311K
WRPWM
275
Werba Rubin Papier Wealth Management
California
$311K