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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
301
BLB&B Advisors
Pennsylvania
$275K
VA
302
Valmark Advisers
Ohio
$275K
JFA
303
JNBA Financial Advisors
Minnesota
$274K
TWA
304
TCI Wealth Advisors
Arizona
$274K
AWM
305
AAF Wealth Management
Massachusetts
$274K
OWA
306
One Wealth Advisors
California
$271K
CG
307
Caprock Group
Idaho
$268K
CWA
308
Cornerstone Wealth Advisors
Minnesota
$262K
MBFW
309
Morton Brown Family Wealth
Pennsylvania
$262K
VCS
310
Vaughan & Co Securities
New Jersey
$260K
CA
311
Continuum Advisory
Idaho
$252K
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$246K
MWP
313
Moller Wealth Partners
$246K
GFA
314
Godfrey Financial Associates
New York
$241K
AQR Capital Management
315
AQR Capital Management
Connecticut
$240K
FCIM
316
Fairview Capital Investment Management
California
$237K
FF
317
Finley Financial
Nevada
$235K
HAG
318
HighPoint Advisor Group
Illinois
$235K
LWM
319
LongView Wealth Management
Georgia
$231K
MFA
320
McClarren Financial Advisors
Pennsylvania
$230K
BAAM
321
Baker Avenue Asset Management
California
$229K
EF
322
Empowered Funds
Pennsylvania
$225K
FFN
323
Focus Financial Network
Minnesota
$223K
LEA
324
Legacy Edge Advisors
New York
$223K
KF
325
Krilogy Financial
Missouri
$220K