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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
276
Pathfinder Wealth Consulting
North Carolina
$316K -$291 -6 -0.1%
SWGC
277
Summit Wealth Group (Colorado)
Colorado
$315K -$1.89K -39 -0.6%
UAS
278
United Asset Strategies
New York
$314K +$7.47K +154 +2%
CFA
279
CWS Financial Advisors
Michigan
$311K -$6.99K -144 -2%
WRPWM
280
Werba Rubin Papier Wealth Management
California
$311K +$109K +2,257 +52%
XFP
281
Xena Financial Planning
Oregon
$303K -$95.5K -1,968 -23%
WA
282
Winter & Associates
Minnesota
$302K +$1.55K +32 +0.5%
MCWS
283
McKinley Carter Wealth Services
West Virginia
$301K -$110K -2,270 -26%
WC
284
Weil Company
California
$301K +$534 +11 +0.2%
NWMG
285
National Wealth Management Group
Ohio
$298K +$51.6K +1,064 +20%
HHWM
286
Hiley Hunt Wealth Management
Nebraska
$297K +$485 +10 +0.2%
WT
287
Whittier Trust
California
$296K -$1.21M -25,000 -80%
HSWS
288
Higgins & Schmidt Wealth Strategies
Colorado
$296K -$5.67K -117 -2%
FF
289
Friedenthal Financial
New Jersey
$295K
GWM
290
Grand Wealth Management
Michigan
$293K +$534 +11 +0.2%
APFP
291
Action Point Financial Planning
Michigan
$291K +$301K +6,196 New
HWMG
292
Hurlow Wealth Management Group
Indiana
$291K
LW
293
Linscomb Wealth
Texas
$289K
RIG
294
Ramiah Investment Group
Wisconsin
$288K -$50K -1,031 -14%
EH
295
Equitable Holdings
New York
$286K +$39.6K +816 +15%
HG
296
Harbor Group
New Hampshire
$285K -$922 -19 -0.3%
OPF
297
Old Peak Finance
North Carolina
$280K
PFM
298
Peak Financial Management
Massachusetts
$279K
SA
299
Stewardship Advisors
Pennsylvania
$277K +$3.25K +67 +1%
RIM
300
Ryan Investment Management
Colorado
$276K