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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
CoreCap Advisors
Michigan
$42K
Russell Investments Group
327
Russell Investments Group
United Kingdom
$41.3K -$23.3K -564 -36%
AA
328
Ancora Advisors
Ohio
$39.3K
BCWM
329
Bartlett & Co Wealth Management
Ohio
$37.8K
CSC
330
Caldwell Sutter Capital
California
$37.4K
YAL
331
Your Advocates Ltd
Texas
$36.8K +$41 +1 +0.1%
PMFA
332
Plante Moran Financial Advisors
Michigan
$31.9K +$1.24K +30 +4%
KB
333
Kimelman & Baird
New York
$30.9K
IA
334
IFP Advisors
Florida
$30.5K +$26K +628 +576%
CIA
335
Cape Investment Advisory
Georgia
$26.3K +$3.51K +85 +15%
US Bancorp
336
US Bancorp
Minnesota
$25.8K
CFO
337
Capitol Family Office
Oregon
$25K
PWA
338
Physician Wealth Advisors
Utah
$24.1K
GWM
339
Geneos Wealth Management
Colorado
$22.9K -$22.3K -539 -49%
CFO
340
CVA Family Office
Colorado
$20.5K
C
341
Covestor
United Kingdom
$20K +$1.44K +34 +8%
OP
342
ORG Partners
Indiana
$19.8K
AAG
343
Armstrong Advisory Group
Massachusetts
$19.3K +$8.27K +200 +75%
WCM
344
Westend Capital Management
California
$19.3K +$19.3K +467 New
CAM
345
Clarity Asset Management
Iowa
$19.2K +$41 +1 +0.2%
PFM
346
Phillips Financial Management
Indiana
$17.7K
DI
347
DAGCO Inc
Ohio
$17.6K +$83 +2 +0.5%
CA
348
Centerpoint Advisors
Massachusetts
$17K +$2K +48 +13%
AWM
349
AE Wealth Management
Kansas
$15.1K -$8.48K -205 -36%
WSFS
350
Wilmington Savings Fund Society
Delaware
$15K