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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
276
Modern Wealth Management
Kansas
$231K -$13.1K -316 -5%
EH
277
Equitable Holdings
New York
$229K +$7.56K +183 +3%
MBFW
278
Morton Brown Family Wealth
Pennsylvania
$226K +$455 +11 +0.2%
NP
279
NorthRock Partners
Minnesota
$224K -$28.5K -689 -11%
VA
280
Valmark Advisers
Ohio
$222K +$222K +5,377 New
BWFA
281
Baltimore-Washington Financial Advisors
Maryland
$222K
CWA
282
Cornerstone Wealth Advisors
Minnesota
$215K +$215K +5,190 New
HI
283
Horizon Investments
North Carolina
$214K -$18.6K -451 -8%
FFS
284
Founders Financial Securities
Maryland
$214K -$12K -290 -5%
WTB
285
Washington Trust Bank
Washington
$212K +$212K +5,135 New
FFA
286
Farther Finance Advisors
California
$208K +$22.5K +544 +12%
FF
287
Finley Financial
Nevada
$207K
VCM
288
Viewpoint Capital Management
Washington
$207K +$207K +5,000 New
AWA
289
Aaron Wealth Advisors
Illinois
$202K +$202K +4,896 New
WRPWM
290
Werba Rubin Papier Wealth Management
California
$202K +$202K +4,895 New
MFA
291
McClarren Financial Advisors
Pennsylvania
$202K -$16.3K -395 -7%
Brown Advisory
292
Brown Advisory
Maryland
$201K +$201K +4,864 New
KFI
293
Key Financial Inc
Pennsylvania
$200K
AF
294
Advisornet Financial
Minnesota
$186K -$48.4K -1,171 -21%
UB
295
UMB Bank
Missouri
$173K
MCM
296
MAI Capital Management
Ohio
$171K +$4.01K +97 +2%
HHGA
297
Halbert Hargrove Global Advisors
California
$169K -$12.4K -300 -7%
ACA
298
American Capital Advisory
Idaho
$150K +$207 +5 +0.1%
Comerica Bank
299
Comerica Bank
Texas
$144K -$7.48K -181 -5%
B
300
Birchbrook
Maine
$140K -$288K -6,973 -67%