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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
326
XTX Topco
Cayman Islands
$217K -$103K -2,115 -31%
KFP
327
Keener Financial Planning
Texas
$217K +$5.58K +115 +3%
PA
328
Pinnacle Associates
New York
$215K -$8.63K -178 -4%
SLG
329
Sanchez Levi Garrett
$214K +$221K +4,550 New
NA
330
Nottingham Advisors
New York
$213K -$4.03K -83 -2%
BCM
331
Barden Capital Management
Texas
$210K +$217K +4,475 New
ABC
332
Associated Banc-Corp
Wisconsin
$209K
AWM
333
Accurate Wealth Management
Florida
$208K +$205K +4,225 New
CAG
334
Curtis Advisory Group
California
$207K +$214K +4,405 New
IWC
335
Integrated Wealth Concepts
Massachusetts
$207K +$213K +4,395 New
PMG
336
ProVise Management Group
Florida
$205K -$1.6K -33 -0.7%
SA
337
Sanctuary Advisors
Indiana
$205K -$162K -3,342 -43%
TIA
338
Traphagen Investment Advisors
New Jersey
$203K +$209K +4,316 New
MFG
339
Merit Financial Group
Georgia
$202K +$209K +4,304 New
II
340
Impact Investors
California
$201K +$208K +4,284 New
EWA
341
Etesian Wealth Advisors
Oregon
$201K +$208K +4,282 New
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$207K +4,270 New
FFS
343
Fortress Financial Solutions
Arizona
$200K +$207K +4,259 New
UB
344
UMB Bank
Missouri
$197K
FHC
345
First Horizon Corporation
Tennessee
$182K
AF
346
Advisornet Financial
Minnesota
$180K -$48.7K -1,005 -21%
HHGA
347
Halbert Hargrove Global Advisors
California
$176K -$32.9K -679 -15%
ACA
348
American Capital Advisory
Idaho
$170K -$485 -10 -0.3%
GAA
349
Global Assets Advisory
Florida
$169K +$57.9K +1,194 New
LFG
350
Larson Financial Group
Missouri
$164K -$57.2K -1,180 -25%