We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
276
Fairview Capital Investment Management
California
$252K
AWA
277
Aaron Wealth Advisors
Illinois
$251K +$29.1K +670 +14%
SA
278
Sanctuary Advisors
Indiana
$249K +$27.1K +625 +13%
KFI
279
Key Financial Inc
Pennsylvania
$247K +$26.8K +616 +13%
MBFW
280
Morton Brown Family Wealth
Pennsylvania
$246K
EH
281
Equitable Holdings
New York
$245K -$4.34K -100 -2%
VA
282
Valmark Advisers
Ohio
$242K
FFS
283
Founders Financial Securities
Maryland
$237K +$3.21K +74 +1%
HI
284
Horizon Investments
North Carolina
$237K +$3.21K +74 +1%
BWFA
285
Baltimore-Washington Financial Advisors
Maryland
$236K -$5.65K -130 -2%
NWMG
286
National Wealth Management Group
Ohio
$234K +$2.74K +63 +1%
AQR Capital Management
287
AQR Capital Management
Connecticut
$230K +$222K +5,105 New
FF
288
Finley Financial
Nevada
$225K
VCM
289
Viewpoint Capital Management
Washington
$225K
WRPWM
290
Werba Rubin Papier Wealth Management
California
$224K +$3.13K +72 +1%
MFA
291
McClarren Financial Advisors
Pennsylvania
$220K -$150K -3,457 -71%
NA
292
Nottingham Advisors
New York
$219K +$211K +4,850 New
CWA
293
Cornerstone Wealth Advisors
Minnesota
$216K -$17.2K -395 -8%
PA
294
Pinnacle Associates
New York
$214K -$119K -2,728 -36%
RFA
295
RTD Financial Advisors
Pennsylvania
$213K -$60.2K -1,385 -23%
BAAM
296
Baker Avenue Asset Management
California
$212K +$205K +4,713 New
FFN
297
Focus Financial Network
Minnesota
$211K +$203K +4,680 New
HSWS
298
Higgins & Schmidt Wealth Strategies
Colorado
$210K +$202K +4,656 New
HHGA
299
Halbert Hargrove Global Advisors
California
$209K +$23.7K +545 +13%
ST
300
Spinnaker Trust
Maine
$209K -$345K -7,953 -63%