We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Amara Financial
California
$234K -$85.7K -1,879 -27%
HAG
302
HighPoint Advisor Group
Illinois
$231K +$229K +5,032 New
FF
303
Finley Financial
Nevada
$230K
VCM
304
Viewpoint Capital Management
Washington
$230K
GFA
305
Godfrey Financial Associates
New York
$228K +$226K +4,968 New
BAAM
306
Baker Avenue Asset Management
California
$228K +$11.2K +246 +5%
MFA
307
McClarren Financial Advisors
Pennsylvania
$225K +$99.2K +2,177 +153%
AF
308
Advisornet Financial
Minnesota
$222K +$13.5K +296 +7%
PA
309
Pinnacle Associates
New York
$218K +$46 +1 +0%
FFN
310
Focus Financial Network
Minnesota
$218K +$2.69K +59 +1%
KF
311
Krilogy Financial
Missouri
$216K -$601K -13,179 -75%
LFG
312
Larson Financial Group
Missouri
$215K +$88.9K +1,951 +72%
CA
313
Continuum Advisory
Idaho
$214K +$212K +4,658 New
NA
314
Nottingham Advisors
New York
$212K -$10.7K -235 -5%
KFP
315
Keener Financial Planning
Texas
$207K +$52.2K +1,146 +34%
IAG
316
Ipsen Advisor Group
Arkansas
$206K +$204K +4,471 New
ABC
317
Associated Banc-Corp
Wisconsin
$205K +$203K +4,449 New
HHGA
318
Halbert Hargrove Global Advisors
California
$203K -$9.85K -216 -5%
PMG
319
ProVise Management Group
Florida
$202K +$201K +4,401 New
WRPWM
320
Werba Rubin Papier Wealth Management
California
$200K -$27.7K -607 -12%
WIC
321
Whitegate Investment Counselors
New Hampshire
$200K +$199K +4,360 New
UB
322
UMB Bank
Missouri
$192K
HI
323
Horizon Investments
North Carolina
$189K -$52.1K -1,143 -22%
FHA
324
Flagship Harbor Advisors
Massachusetts
$183K +$182K +3,990 New
FHC
325
First Horizon Corporation
Tennessee
$178K +$176K +3,862 New