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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Grand Wealth Management
Michigan
$286K +$6.97K +153 +3%
HWMG
277
Hurlow Wealth Management Group
Indiana
$285K
LW
278
Linscomb Wealth
Texas
$282K
HG
279
Harbor Group
New Hampshire
$279K -$14.4K -315 -5%
JFA
280
JNBA Financial Advisors
Minnesota
$277K +$547 +12 +0.2%
MBFW
281
Morton Brown Family Wealth
Pennsylvania
$277K +$25.8K +565 +10%
OPF
282
Old Peak Finance
North Carolina
$274K +$272K +5,962 New
CAL
283
Capital Analysts LLC
Pennsylvania
$273K +$1.96K +43 +0.7%
PFM
284
Peak Financial Management
Massachusetts
$273K -$9.57K -210 -3%
RIM
285
Ryan Investment Management
Colorado
$270K -$98.3K -2,156 -27%
SA
286
Stewardship Advisors
Pennsylvania
$268K +$593 +13 +0.2%
OWA
287
One Wealth Advisors
California
$265K -$7.89K -173 -3%
BBA
288
BLB&B Advisors
Pennsylvania
$264K -$31.3K -687 -11%
TWA
289
TCI Wealth Advisors
Arizona
$264K -$13.4K -295 -5%
CG
290
Caprock Group
Idaho
$263K
VCS
291
Vaughan & Co Securities
New Jersey
$254K -$4.56K -100 -2%
KFI
292
Key Financial Inc
Pennsylvania
$254K +$2.46K +54 +1%
CWA
293
Cornerstone Wealth Advisors
Minnesota
$250K +$29.6K +650 +14%
WAM
294
Weinberger Asset Management
California
$250K +$248K +5,430 New
EH
295
Equitable Holdings
New York
$248K -$1.5K -33 -0.6%
VA
296
Valmark Advisers
Ohio
$247K
NWMG
297
National Wealth Management Group
Ohio
$242K +$2.96K +65 +1%
FCIM
298
Fairview Capital Investment Management
California
$241K -$16K -350 -6%
BWFA
299
Baltimore-Washington Financial Advisors
Maryland
$241K
AQR Capital Management
300
AQR Capital Management
Connecticut
$235K