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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Grand Wealth Management
Michigan
$226K -$2.24K -54 -0.9%
SA
277
Stewardship Advisors
Pennsylvania
$224K -$1.58M -37,982 -87%
PFM
278
Peak Financial Management
Massachusetts
$223K +$6.65K +160 +3%
CG
279
Caprock Group
Idaho
$219K +$237K +5,710 New
AF
280
Advisornet Financial
Minnesota
$218K +$16K +385 +7%
HI
281
Horizon Investments
North Carolina
$217K -$1.58K -38 -0.7%
OGF
282
Orin Green Financial
California
$216K +$256K +6,170 New
AAP
283
Arax Advisory Partners
Colorado
$216K +$117K +2,814 +100%
MBFW
284
Morton Brown Family Wealth
Pennsylvania
$209K +$623 +15 +0.3%
BWFA
285
Baltimore-Washington Financial Advisors
Maryland
$206K
EH
286
Equitable Holdings
New York
$206K -$141K -3,384 -39%
FFS
287
Founders Financial Securities
Maryland
$205K -$8.27K -199 -4%
Members Trust
288
Members Trust
Florida
$203K
FF
289
Finley Financial
Nevada
$188K
KFI
290
Key Financial Inc
Pennsylvania
$186K +$202K +4,850 New
FFA
291
Farther Finance Advisors
California
$173K -$25.9K -623 -12%
HHGA
292
Halbert Hargrove Global Advisors
California
$169K
UB
293
UMB Bank
Missouri
$161K
MCM
294
MAI Capital Management
Ohio
$155K -$12.3K -297 -7%
CA
295
Continuum Advisory
Idaho
$154K
CA
296
Clearstead Advisors
Ohio
$146K
Comerica Bank
297
Comerica Bank
Texas
$141K +$291 +7 +0.2%
ACA
298
American Capital Advisory
Idaho
$139K +$208 +5 +0.1%
CWA
299
Carolina Wealth Advisors
South Carolina
$133K -$9.89K -238 -6%
KFP
300
Keener Financial Planning
Texas
$129K +$3.87K +93 +3%