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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
326
Sierra Ocean
California
$39.1K
CA
327
CoreCap Advisors
Michigan
$39K -$21.4K -516 -34%
AA
328
Ancora Advisors
Ohio
$36.5K
BCWM
329
Bartlett & Co Wealth Management
Ohio
$35.1K
CSC
330
Caldwell Sutter Capital
California
$34.7K -$4.32K -104 -10%
YAL
331
Your Advocates Ltd
Texas
$34.2K
SSB
332
Sandy Spring Bank
Maryland
$32.6K +$35.3K +849 New
MFS
333
Mattson Financial Services
Michigan
$32.5K +$3.62K +87 +11%
KB
334
Kimelman & Baird
New York
$28.7K
PMFA
335
Plante Moran Financial Advisors
Michigan
$28.5K +$13.8K +332 +81%
US Bancorp
336
US Bancorp
Minnesota
$24K
CFO
337
Capitol Family Office
Oregon
$23.2K +$25.1K +605 New
PWA
338
Physician Wealth Advisors
Utah
$22.4K
AWM
339
AE Wealth Management
Kansas
$21.9K +$582 +14 +3%
CIA
340
Cape Investment Advisory
Georgia
$21.2K
CFO
341
CVA Family Office
Colorado
$19.1K
OP
342
ORG Partners
Indiana
$18.3K
CAM
343
Clarity Asset Management
Iowa
$17.8K +$42 +1 +0.2%
C
344
Covestor
United Kingdom
$17K +$208 +5 +1%
PFM
345
Phillips Financial Management
Indiana
$16.5K
DI
346
DAGCO Inc
Ohio
$16.3K +$17.6K +424 New
MA
347
MCF Advisors
Kentucky
$15.5K +$16.8K +403 New
CA
348
Centerpoint Advisors
Massachusetts
$14K +$3.53K +85 +31%
WSFS
349
Wilmington Savings Fund Society
Delaware
$14K +$623 +15 +4%
AIC
350
Archer Investment Corporation
Indiana
$13.9K