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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 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:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
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
XT
326
XTX Topco
Cayman Islands
$217K
KFP
327
Keener Financial Planning
Texas
$217K
PA
328
Pinnacle Associates
New York
$215K
SLG
329
Sanchez Levi Garrett
$214K
NA
330
Nottingham Advisors
New York
$213K
BCM
331
Barden Capital Management
Texas
$210K
ABC
332
Associated Banc-Corp
Wisconsin
$209K
AWM
333
Accurate Wealth Management
Florida
$208K
CAG
334
Curtis Advisory Group
California
$207K
IWC
335
Integrated Wealth Concepts
Massachusetts
$207K
PMG
336
ProVise Management Group
Florida
$205K
SA
337
Sanctuary Advisors
Indiana
$205K
TIA
338
Traphagen Investment Advisors
New Jersey
$203K
MFG
339
Merit Financial Group
Georgia
$202K
II
340
Impact Investors
California
$201K
EWA
341
Etesian Wealth Advisors
Oregon
$201K
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$201K
FFS
343
Fortress Financial Solutions
Arizona
$200K
UB
344
UMB Bank
Missouri
$197K
FHC
345
First Horizon Corporation
Tennessee
$182K
AF
346
Advisornet Financial
Minnesota
$180K
HHGA
347
Halbert Hargrove Global Advisors
California
$176K
ACA
348
American Capital Advisory
Idaho
$170K
GAA
349
Global Assets Advisory
Florida
$169K
LFG
350
Larson Financial Group
Missouri
$164K