We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
326
TFC Financial Management
Massachusetts
$177K +$175K +3,840 New
SFS
327
Sunrise Financial Services
Washington
$167K +$166K +3,634 New
ACA
328
American Capital Advisory
Idaho
$167K +$319 +7 +0.2%
Comerica Bank
329
Comerica Bank
Texas
$162K +$274 +6 +0.2%
CTC
330
Central Trust Company
Missouri
$160K +$151K +3,306 +1,837%
CWA
331
Carolina Wealth Advisors
South Carolina
$142K
AAP
332
Arax Advisory Partners
Colorado
$136K +$135K +2,955 New
FFA
333
Founders Financial Alliance
North Carolina
$133K
MNA
334
Manning & Napier Advisors
New York
$133K +$54.2K +1,188 +70%
CPBTD
335
Central Pacific Bank - Trust Division
Hawaii
$131K +$15K +329 +13%
BA
336
Blueline Advisors
New Hampshire
$129K +$128K +2,803 New
HWM
337
Horizons Wealth Management
North Carolina
$119K
SAM
338
Sherman Asset Management
California
$113K +$49.9K +1,094 +80%
B
339
Birchbrook
Maine
$107K -$48.8K -1,070 -32%
NB
340
NBT Bank
New York
$103K +$7.84K +172 +8%
RPC
341
Rossmore Private Capital
Connecticut
$93.9K
SC
342
Stephens Consulting
Michigan
$91.1K -$2.92K -64 -3%
CA
343
Clearstead Advisors
Ohio
$89.2K
ATC
344
Advantage Trust Company
Kansas
$87.7K
BWA
345
Basecamp Wealth Advisors
Washington
$87.5K +$86.8K +1,904 New
USB
346
Union Savings Bank
Connecticut
$84K +$83.3K +1,827 New
VWA
347
VSM Wealth Advisory
Maryland
$81.1K +$182 +4 +0.2%
KFAS
348
Keating Financial Advisory Services
Kansas
$75.6K +$75K +1,645 New
4FG
349
4Thought Financial Group
New York
$75K -$1.37K -30 -2%
QWM
350
Quaker Wealth Management
New Jersey
$73.9K