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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
326
Associated Banc-Corp
Wisconsin
$209K
AWM
327
Accurate Wealth Management
Florida
$208K
CAG
328
Curtis Advisory Group
California
$207K
IWC
329
Integrated Wealth Concepts
Massachusetts
$207K
PMG
330
ProVise Management Group
Florida
$205K
SA
331
Sanctuary Advisors
Indiana
$205K
TIA
332
Traphagen Investment Advisors
New Jersey
$203K
MFG
333
Merit Financial Group
Georgia
$202K
II
334
Impact Investors
California
$201K
EWA
335
Etesian Wealth Advisors
Oregon
$201K
PWMAG
336
Pinnacle Wealth Management Advisory Group
New Jersey
$201K
FFS
337
Fortress Financial Solutions
Arizona
$200K
UB
338
UMB Bank
Missouri
$197K
FHC
339
First Horizon Corporation
Tennessee
$182K
AF
340
Advisornet Financial
Minnesota
$180K
HHGA
341
Halbert Hargrove Global Advisors
California
$176K
ACA
342
American Capital Advisory
Idaho
$170K
GAA
343
Global Assets Advisory
Florida
$169K
LFG
344
Larson Financial Group
Missouri
$164K
CTC
345
Central Trust Company
Missouri
$164K
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$162K
SAM
347
Sherman Asset Management
California
$155K
CYG
348
Clean Yield Group
Vermont
$152K
CWA
349
Carolina Wealth Advisors
South Carolina
$145K
MIM
350
Marshall Investment Management
Colorado
$138K