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iShares ESG Aware MSCI USA Small-Cap ETF

445 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, 153 increasing their positions, 156 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:

0.61% less ownership

Funds ownership: 76.39%75.78% (-0.61%)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
445
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
CFA
276
CWS Financial Advisors
Michigan
$311K
WRPWM
277
Werba Rubin Papier Wealth Management
California
$311K
XFP
278
Xena Financial Planning
Oregon
$303K
WA
279
Winter & Associates
Minnesota
$302K
MCWS
280
McKinley Carter Wealth Services
West Virginia
$301K
WC
281
Weil Company
California
$301K
NWMG
282
National Wealth Management Group
Ohio
$298K
HHWM
283
Hiley Hunt Wealth Management
Nebraska
$297K
WT
284
Whittier Trust
California
$296K
HSWS
285
Higgins & Schmidt Wealth Strategies
Colorado
$296K
FF
286
Friedenthal Financial
New Jersey
$295K
GWM
287
Grand Wealth Management
Michigan
$293K
APFP
288
Action Point Financial Planning
Michigan
$291K
HWMG
289
Hurlow Wealth Management Group
Indiana
$291K
LW
290
Linscomb Wealth
Texas
$289K
RIG
291
Ramiah Investment Group
Wisconsin
$288K
EH
292
Equitable Holdings
New York
$286K
HG
293
Harbor Group
New Hampshire
$285K
OPF
294
Old Peak Finance
North Carolina
$280K
PFM
295
Peak Financial Management
Massachusetts
$279K
SA
296
Stewardship Advisors
Pennsylvania
$277K
RIM
297
Ryan Investment Management
Colorado
$276K
BBA
298
BLB&B Advisors
Pennsylvania
$275K
VA
299
Valmark Advisers
Ohio
$275K
JFA
300
JNBA Financial Advisors
Minnesota
$274K