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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
301
BLB&B Advisors
Pennsylvania
$275K +$4.56K +94 +2%
VA
302
Valmark Advisers
Ohio
$275K +$22.6K +465 +9%
JFA
303
JNBA Financial Advisors
Minnesota
$274K -$9.85K -203 -3%
TWA
304
TCI Wealth Advisors
Arizona
$274K +$4.41K +91 +2%
AWM
305
AAF Wealth Management
Massachusetts
$274K +$282K +5,819 New
OWA
306
One Wealth Advisors
California
$271K +$194 +4 +0.1%
CG
307
Caprock Group
Idaho
$268K
CWA
308
Cornerstone Wealth Advisors
Minnesota
$262K +$6.06K +125 +2%
MBFW
309
Morton Brown Family Wealth
Pennsylvania
$262K -$22.4K -461 -8%
VCS
310
Vaughan & Co Securities
New Jersey
$260K
CA
311
Continuum Advisory
Idaho
$252K +$34.4K +710 +15%
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$246K
MWP
313
Moller Wealth Partners
$246K -$96.3K -1,985 -28%
GFA
314
Godfrey Financial Associates
New York
$241K +$7.66K +158 +3%
AQR Capital Management
315
AQR Capital Management
Connecticut
$240K
FCIM
316
Fairview Capital Investment Management
California
$237K -$9.7K -200 -4%
FF
317
Finley Financial
Nevada
$235K
HAG
318
HighPoint Advisor Group
Illinois
$235K -$1.7K -35 -0.7%
LWM
319
LongView Wealth Management
Georgia
$231K -$304K -6,268 -58%
MFA
320
McClarren Financial Advisors
Pennsylvania
$230K +$63K +1,298 +36%
BAAM
321
Baker Avenue Asset Management
California
$229K -$4.22K -87 -2%
EF
322
Empowered Funds
Pennsylvania
$225K +$232K +4,789 New
FFN
323
Focus Financial Network
Minnesota
$223K +$582 +12 +0.3%
LEA
324
Legacy Edge Advisors
New York
$223K +$230K +4,735 New
KF
325
Krilogy Financial
Missouri
$220K -$340 -7 -0.2%