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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
326
GPS Wealth Strategies Group
Colorado
$50.9K +$1.28K +33 +3%
UFAC
327
Urban Financial Advisory Corp
Illinois
$49K -$78.2K -2,020 -63%
MAFA
328
MJT & Associates Financial Advisory
Minnesota
$46.2K -$13.3K -343 -23%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$45.8K +$42.9K +1,108 New
CWP
330
Concord Wealth Partners
Virginia
$44.6K
S
331
SignatureFD
Georgia
$43.7K
SO
332
Sierra Ocean
California
$42K
CA
333
CoreCap Advisors
Michigan
$42K
HPC
334
HM Payson & Co
Maine
$41.3K -$5.87M -151,663 -99%
Russell Investments Group
335
Russell Investments Group
United Kingdom
$41.3K -$21.8K -564 -36%
AA
336
Ancora Advisors
Ohio
$39.3K
BCWM
337
Bartlett & Co Wealth Management
Ohio
$37.8K
CSC
338
Caldwell Sutter Capital
California
$37.4K
YAL
339
Your Advocates Ltd
Texas
$36.8K +$39 +1 +0.1%
PMFA
340
Plante Moran Financial Advisors
Michigan
$31.9K +$1.16K +30 +4%
KB
341
Kimelman & Baird
New York
$30.9K
IA
342
IFP Advisors
Florida
$30.5K +$24.3K +628 +576%
CIA
343
Cape Investment Advisory
Georgia
$26.3K +$3.29K +85 +15%
US Bancorp
344
US Bancorp
Minnesota
$25.8K
CFO
345
Capitol Family Office
Oregon
$25K
PWA
346
Physician Wealth Advisors
Utah
$24.1K
GWM
347
Geneos Wealth Management
Colorado
$22.9K -$20.9K -539 -49%
CFO
348
CVA Family Office
Colorado
$20.5K
C
349
Covestor
United Kingdom
$20K +$1.32K +34 +8%
OP
350
ORG Partners
Indiana
$19.8K

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.