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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
351
Elevation Wealth Partners
California
$13.8K
FRA
352
Front Row Advisors
California
$12.7K +$3.12K +75 +29%
AG
353
AmeriFlex Group
Nevada
$11.5K +$42 +1 +0.3%
AAG
354
Armstrong Advisory Group
Massachusetts
$11.2K
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$10.2K
RF
356
Rossby Financial
Florida
$9.98K +$11.1K +268 New
CTWM
357
Cherry Tree Wealth Management
Minnesota
$9.53K
T
358
Transce3nd
Texas
$9.29K +$249 +6 +3%
CFFP
359
Center for Financial Planning
Michigan
$8.37K
MIM
360
MTM Investment Management
South Carolina
$7.72K +$8.31K +200 New
IWP
361
IAG Wealth Partners
Wisconsin
$7.11K
CFD
362
Creative Financial Designs
Indiana
$7.07K
RMP
363
Richards, Merrill & Peterson
Washington
$6.95K
CTC
364
Central Trust Company
Missouri
$6.91K +$1.04K +25 +16%
DRP
365
Decker Retirement Planning
Utah
$6.53K
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$6.16K
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$4.53K
IA
368
IFP Advisors
Florida
$4.17K +$1.37K +33 +43%
CB
369
Centennial Bank
Arkansas
$3.84K
VWA
370
Valued Wealth Advisors
Utah
$3.84K
NWMP
371
Noble Wealth Management PBC
Colorado
$2.92K
BC
372
Barrett & Company
Rhode Island
$2.69K
CB
373
Community Bank
New York
$1.96K
RWM
374
Ruedi Wealth Management
Illinois
$1.3K +$42 +1 +3%
SRCM
375
Signature Resources Capital Management
California
$1.27K