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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
301
Carolina Wealth Advisors
South Carolina
$138K -$5.33K -129 -4%
KFP
302
Keener Financial Planning
Texas
$138K
LFG
303
Larson Financial Group
Missouri
$126K +$9.51K +230 +8%
GA
304
GoalVest Advisory
New York
$123K
HWM
305
Horizons Wealth Management
North Carolina
$116K
CPBTD
306
Central Pacific Bank - Trust Division
Hawaii
$104K +$38.4K +930 +59%
SC
307
SouthState Corp
Florida
$90.8K
NB
308
NBT Bank
New York
$85.3K
CA
309
Clearstead Advisors
Ohio
$80.1K -$77.5K -1,874 -49%
ATC
310
Advantage Trust Company
Kansas
$78.8K
VWA
311
VSM Wealth Advisory
Maryland
$72.5K +$207 +5 +0.3%
4FG
312
4Thought Financial Group
New York
$69.8K -$1.36K -33 -2%
IRC
313
Investors Research Corp
Georgia
$63.1K
PS
314
Principal Securities
Iowa
$59.4K -$165 -4 -0.3%
AWM
315
Atticus Wealth Management
Florida
$59K +$827 +20 +1%
KSB
316
Kennebec Savings Bank
Maine
$55.7K +$5.58K +135 +11%
NRG
317
Nemes Rush Group
Michigan
$53.7K +$248 +6 +0.5%
SAM
318
Sherman Asset Management
California
$52.6K +$951 +23 +2%
GWSG
319
GPS Wealth Strategies Group
Colorado
$50.9K +$1.36K +33 +3%
UFAC
320
Urban Financial Advisory Corp
Illinois
$49K -$83.5K -2,020 -63%
MAFA
321
MJT & Associates Financial Advisory
Minnesota
$46.2K -$14.2K -343 -23%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$45.8K +$45.8K +1,108 New
CWP
323
Concord Wealth Partners
Virginia
$44.6K
S
324
SignatureFD
Georgia
$43.7K
SO
325
Sierra Ocean
California
$42K