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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
326
Investors Research Corp
Georgia
$68.8K
SAM
327
Sherman Asset Management
California
$61.4K +$3.87K +89 +7%
NRG
328
Nemes Rush Group
Michigan
$58.3K -$217 -5 -0.4%
GWSG
329
GPS Wealth Strategies Group
Colorado
$55.6K +$87 +2 +0.2%
MAFA
330
MJT & Associates Financial Advisory
Minnesota
$50.4K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$49.9K
KSB
332
Kennebec Savings Bank
Maine
$49.5K -$10.8K -248 -18%
CWP
333
Concord Wealth Partners
Virginia
$48.6K
S
334
SignatureFD
Georgia
$47.7K
CA
335
CoreCap Advisors
Michigan
$45.8K
HPC
336
HM Payson & Co
Maine
$45.1K
YAL
337
Your Advocates Ltd
Texas
$43.3K +$3.04K +70 +8%
AA
338
Ancora Advisors
Ohio
$42.8K
RF
339
Rossby Financial
Florida
$41.6K +$28.3K +651 +243%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$41.2K
CSC
341
Caldwell Sutter Capital
California
$40.8K
Russell Investments Group
342
Russell Investments Group
United Kingdom
$33.3K -$11.3K -261 -26%
IA
343
IFP Advisors
Florida
$33K -$261 -6 -0.8%
CIA
344
Cape Investment Advisory
Georgia
$28.7K
US Bancorp
345
US Bancorp
Minnesota
$28.2K
CFO
346
Capitol Family Office
Oregon
$27.3K
AG
347
AmeriFlex Group
Nevada
$27.1K +$13.1K +301 +100%
PWA
348
Physician Wealth Advisors
Utah
$26.3K
AWM
349
AE Wealth Management
Kansas
$25.5K +$8.73K +201 +55%
CA
350
Centerpoint Advisors
Massachusetts
$23K +$4.26K +98 +24%