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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UFAC
301
Urban Financial Advisory Corp
Illinois
$123K +$333 +8 +0.3%
GA
302
GoalVest Advisory
New York
$115K
KHC
303
Koesten Hirschmann & Crabtree
Kansas
$114K +$36.4K +875 +42%
LFG
304
Larson Financial Group
Missouri
$109K +$83 +2 +0.1%
HWM
305
Horizons Wealth Management
North Carolina
$108K
MIM
306
Marshall Investment Management
Colorado
$105K +$114K +2,742 New
HFS
307
Hughes Financial Services
Virginia
$103K +$111K +2,677 New
SC
308
SouthState Corp
Florida
$84.4K +$91.4K +2,198 New
NB
309
NBT Bank
New York
$79.2K -$7.27K -175 -8%
ATC
310
Advantage Trust Company
Kansas
$73.2K
VWA
311
VSM Wealth Advisory
Maryland
$67.2K +$2.41K +58 +3%
4FG
312
4Thought Financial Group
New York
$66.1K +$3.37K +81 +5%
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$60.7K
PS
314
Principal Securities
Iowa
$60.6K
Russell Investments Group
315
Russell Investments Group
United Kingdom
$60.1K -$2.74K -66 -4%
IRC
316
Investors Research Corp
Georgia
$58.6K
MAFA
317
MJT & Associates Financial Advisory
Minnesota
$56.1K +$60.7K +1,460 New
AWM
318
Atticus Wealth Management
Florida
$54.1K -$9.85K -237 -14%
NRG
319
Nemes Rush Group
Michigan
$49.7K +$166 +4 +0.3%
SAM
320
Sherman Asset Management
California
$48K -$4.9K -118 -9%
KSB
321
Kennebec Savings Bank
Maine
$46.6K +$1.75K +42 +4%
GWSG
322
GPS Wealth Strategies Group
Colorado
$46K +$2.87K +69 +6%
GWM
323
Geneos Wealth Management
Colorado
$42.1K +$17.7K +427 +64%
CWP
324
Concord Wealth Partners
Virginia
$41.4K -$91.9K -2,212 -67%
S
325
SignatureFD
Georgia
$40.6K -$11.2K -269 -20%