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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$205K +$1.82K +42 +0.9%
GFWA
302
Grey Fox Wealth Advisors
Delaware
$203K +$195K +4,500 New
IWC
303
Integrated Wealth Concepts
Massachusetts
$202K +$194K +4,476 New
TIA
304
Traphagen Investment Advisors
New Jersey
$200K +$193K +4,443 New
UB
305
UMB Bank
Missouri
$189K
ACA
306
American Capital Advisory
Idaho
$163K
Comerica Bank
307
Comerica Bank
Texas
$159K +$999 +23 +0.7%
B
308
Birchbrook
Maine
$153K
KFP
309
Keener Financial Planning
Texas
$151K
CWA
310
Carolina Wealth Advisors
South Carolina
$139K -$11.1K -255 -8%
GA
311
GoalVest Advisory
New York
$135K
FFA
312
Founders Financial Alliance
North Carolina
$130K +$126K +2,890 New
LFG
313
Larson Financial Group
Missouri
$123K -$14.4K -331 -11%
HWM
314
Horizons Wealth Management
North Carolina
$116K -$9.73K -224 -8%
CPBTD
315
Central Pacific Bank - Trust Division
Hawaii
$113K
NB
316
NBT Bank
New York
$93K
SC
317
Stephens Consulting
Michigan
$92.1K -$1.89M -43,415 -96%
RPC
318
Rossmore Private Capital
Connecticut
$92.1K +$88.7K +2,042 New
CA
319
Clearstead Advisors
Ohio
$87.4K
ATC
320
Advantage Trust Company
Kansas
$86K
VWA
321
VSM Wealth Advisory
Maryland
$79.3K +$261 +6 +0.3%
MNA
322
Manning & Napier Advisors
New York
$76.7K +$73.9K +1,701 New
PS
323
Principal Securities
Iowa
$75K +$9.82K +226 +16%
4FG
324
4Thought Financial Group
New York
$74.9K -$1.17K -27 -2%
QWM
325
Quaker Wealth Management
New Jersey
$72.4K +$69.8K +1,607 New