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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$186K -$45.3K -1,171 -21%
UB
302
UMB Bank
Missouri
$173K
MCM
303
MAI Capital Management
Ohio
$171K +$3.75K +97 +2%
HHGA
304
Halbert Hargrove Global Advisors
California
$169K -$11.6K -300 -7%
ACA
305
American Capital Advisory
Idaho
$150K +$194 +5 +0.1%
Comerica Bank
306
Comerica Bank
Texas
$144K -$7.01K -181 -5%
B
307
Birchbrook
Maine
$140K -$270K -6,973 -67%
CWA
308
Carolina Wealth Advisors
South Carolina
$138K -$4.99K -129 -4%
KFP
309
Keener Financial Planning
Texas
$138K
LFG
310
Larson Financial Group
Missouri
$126K +$8.9K +230 +8%
GA
311
GoalVest Advisory
New York
$123K
HWM
312
Horizons Wealth Management
North Carolina
$116K
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$104K +$36K +930 +59%
SC
314
SouthState Corp
Florida
$90.8K
NB
315
NBT Bank
New York
$85.3K
CA
316
Clearstead Advisors
Ohio
$80.1K -$72.5K -1,874 -49%
ATC
317
Advantage Trust Company
Kansas
$78.8K
VWA
318
VSM Wealth Advisory
Maryland
$72.5K +$194 +5 +0.3%
4FG
319
4Thought Financial Group
New York
$69.8K -$1.28K -33 -2%
IRC
320
Investors Research Corp
Georgia
$63.1K
PS
321
Principal Securities
Iowa
$59.4K -$155 -4 -0.3%
AWM
322
Atticus Wealth Management
Florida
$59K +$774 +20 +1%
KSB
323
Kennebec Savings Bank
Maine
$55.7K +$5.23K +135 +11%
NRG
324
Nemes Rush Group
Michigan
$53.7K +$232 +6 +0.5%
SAM
325
Sherman Asset Management
California
$52.6K +$890 +23 +2%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.