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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 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:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
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
DAS
251
Dynamic Advisor Solutions
Arizona
$394K
MT
252
Midwest Trust
Kansas
$386K
WWM
253
Western Wealth Management
Colorado
$380K
RP
254
Riverwater Partners
Wisconsin
$376K
EFN
255
Equita Financial Network
Pennsylvania
$371K
NAS
256
NWF Advisory Services
California
$371K
MCM
257
MAI Capital Management
Ohio
$367K
AAM
258
Aureus Asset Management
Massachusetts
$367K
CFM
259
Cornerstone Financial Management
Massachusetts
$360K
OBWG
260
Onyx Bridge Wealth Group
New York
$358K
BCI
261
Brinker Capital Investments
Pennsylvania
$357K
UCFA
262
United Capital Financial Advisors
Texas
$353K
OGF
263
Orin Green Financial
California
$352K
OFG
264
Opulen Financial Group
Virginia
$339K
RPSA
265
Richard P. Slaughter Associates
Texas
$337K
HBT
266
Hills Bank & Trust
Iowa
$336K
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
$335K
WFA
268
Wells Financial Advisors
Massachusetts
$333K
FIT
269
Financially in Tune
Massachusetts
$332K
PFA
270
Pathway Financial Advisors
Vermont
$324K
LA
271
LWM Advisors
California
$321K
CAL
272
Capital Analysts LLC
Pennsylvania
$321K
DJSG
273
D.J. St. Germain
Massachusetts
$321K
TC
274
Trust Company
Kansas
$321K
CA
275
Clune & Associates
Illinois
$316K