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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
Betterment LLC
New York
$72.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$97.4M
4
AA
Acorns Advisers
California
$25.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
Ameriprise
Minnesota
$22.1M
5
Northern Trust
Northern Trust
Illinois
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
351
Archer Investment Corporation
Indiana
$14.9K – – –
EWP
352
Elevation Wealth Partners
California
$14.9K – – –
FRA
353
Front Row Advisors
California
$13.6K – – –
HFS
354
Hughes Financial Services
Virginia
$13.5K -$99K -2,356 -88%
AG
355
AmeriFlex Group
Nevada
$12.4K +$41 +1 +0.3%
GRP
356
Global Retirement Partners
California
$12.1K +$12.1K +292 New
RF
357
Rossby Financial
Florida
$11.1K – – –
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$11K – – –
T
359
Transce3nd
Texas
$10.4K +$372 +9 +4%
CTWM
360
Cherry Tree Wealth Management
Minnesota
$10.3K – – –
CFFP
361
Center for Financial Planning
Michigan
$9.01K – – –
MIM
362
MTM Investment Management
South Carolina
$8.27K – – –
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$8.06K +$3.18K +77 +65%
IWP
364
IAG Wealth Partners
Wisconsin
$7.65K – – –
CTC
365
Central Trust Company
Missouri
$7.44K – – –
TPWA
366
Twin Peaks Wealth Advisors
California
$5.41K +$5.41K +126 New
VWA
367
Valued Wealth Advisors
Utah
$4.13K – – –
AAS
368
Ameritas Advisory Services
Nebraska
$3.31K +$3.31K +80 New
BC
369
Barrett & Company
Rhode Island
$2.89K – – –
CB
370
Community Bank
New York
$2.11K – – –
TCPW
371
Twin City Private Wealth
North Carolina
$1.7K +$1.7K +41 New
SIS
372
Sound Income Strategies
Florida
$1.49K +$1.49K +36 New
SAM
373
Smartleaf Asset Management
Massachusetts
$1.4K +$1.4K +34 New
SRCM
374
Signature Resources Capital Management
California
$1.36K – – –
WWM
375
Wolff Wiese Magana
California
$1.28K +$1.28K +31 New
13 14
15
16 17