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iShares ESG Aware MSCI USA Small-Cap ETF

442 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, 152 increasing their positions, 154 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:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
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
XFP
276
Xena Financial Planning
Oregon
$303K
WA
277
Winter & Associates
Minnesota
$302K
MCWS
278
McKinley Carter Wealth Services
West Virginia
$301K
WC
279
Weil Company
California
$301K
NWMG
280
National Wealth Management Group
Ohio
$298K
HHWM
281
Hiley Hunt Wealth Management
Nebraska
$297K
WT
282
Whittier Trust
California
$296K
HSWS
283
Higgins & Schmidt Wealth Strategies
Colorado
$296K
FF
284
Friedenthal Financial
New Jersey
$295K
GWM
285
Grand Wealth Management
Michigan
$293K
APFP
286
Action Point Financial Planning
Michigan
$291K
HWMG
287
Hurlow Wealth Management Group
Indiana
$291K
LW
288
Linscomb Wealth
Texas
$289K
EH
289
Equitable Holdings
New York
$286K
HG
290
Harbor Group
New Hampshire
$285K
OPF
291
Old Peak Finance
North Carolina
$280K
PFM
292
Peak Financial Management
Massachusetts
$279K
SA
293
Stewardship Advisors
Pennsylvania
$277K
RIM
294
Ryan Investment Management
Colorado
$276K
BBA
295
BLB&B Advisors
Pennsylvania
$275K
VA
296
Valmark Advisers
Ohio
$275K
JFA
297
JNBA Financial Advisors
Minnesota
$274K
TWA
298
TCI Wealth Advisors
Arizona
$274K
AWM
299
AAF Wealth Management
Massachusetts
$274K
OWA
300
One Wealth Advisors
California
$271K