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iShares ESG Aware MSCI USA Small-Cap ETF

384 hedge funds and large institutions have $1.44B 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, 149 increasing their positions, 132 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.9M
2 +$5.03M
3 +$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.41M
5
Jane Street
Jane Street
New York
+$2.22M

Top Sellers

1 -$22.4M
2 -$16.9M
3 -$6.85M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.89M
5
Goldman Sachs
Goldman Sachs
New York
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
351
Phillips Financial Management
Indiana
$19.3K
DI
352
DAGCO Inc
Ohio
$19.3K
PMFA
353
Plante Moran Financial Advisors
Michigan
$18.5K
GWM
354
Geneos Wealth Management
Colorado
$16.7K
AIC
355
Archer Investment Corporation
Indiana
$16.3K
EWP
356
Elevation Wealth Partners
California
$16.2K
HFS
357
Hughes Financial Services
Virginia
$14.6K
OA
358
Operose Advisors
Wisconsin
$14.2K
GRP
359
Global Retirement Partners
California
$13.2K
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$11.9K
MPW
361
MASECO Private Wealth
$11.4K
CTWM
362
Cherry Tree Wealth Management
Minnesota
$11.2K
CFFP
363
Center for Financial Planning
Michigan
$9.83K
MIM
364
MTM Investment Management
South Carolina
$9.02K
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$8.61K
IWP
366
IAG Wealth Partners
Wisconsin
$8.34K
CTC
367
Central Trust Company
Missouri
$8.12K
RMC
368
Resources Management Corp
Connecticut
$7K
VWA
369
Valued Wealth Advisors
Utah
$4.51K
TCM
370
Triumph Capital Management
Colorado
$3.29K
BC
371
Barrett & Company
Rhode Island
$3.16K
CB
372
Community Bank
New York
$2.3K
WWM
373
Wolff Wiese Magana
California
$2.16K
SS
374
Sunbelt Securities
Texas
$1.8K
SAM
375
Smartleaf Asset Management
Massachusetts
$1.53K