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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
351
Armstrong Advisory Group
Massachusetts
$19.3K +$7.74K +200 +75%
WCM
352
Westend Capital Management
California
$19.3K +$18.1K +467 New
CAM
353
Clarity Asset Management
Iowa
$19.2K +$39 +1 +0.2%
PFM
354
Phillips Financial Management
Indiana
$17.7K
DI
355
DAGCO Inc
Ohio
$17.6K +$77 +2 +0.5%
CA
356
Centerpoint Advisors
Massachusetts
$17K +$1.86K +48 +13%
AWM
357
AE Wealth Management
Kansas
$15.1K -$7.94K -205 -36%
WSFS
358
Wilmington Savings Fund Society
Delaware
$15K
AIC
359
Archer Investment Corporation
Indiana
$14.9K
EWP
360
Elevation Wealth Partners
California
$14.9K
FRA
361
Front Row Advisors
California
$13.6K
HFS
362
Hughes Financial Services
Virginia
$13.5K -$91.2K -2,356 -88%
AG
363
AmeriFlex Group
Nevada
$12.4K +$39 +1 +0.3%
GRP
364
Global Retirement Partners
California
$12.1K +$11.3K +292 New
RF
365
Rossby Financial
Florida
$11.1K
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$11K
T
367
Transce3nd
Texas
$10.4K +$348 +9 +4%
CTWM
368
Cherry Tree Wealth Management
Minnesota
$10.3K
CFFP
369
Center for Financial Planning
Michigan
$9.01K
MIM
370
MTM Investment Management
South Carolina
$8.27K
Bank of Montreal
371
Bank of Montreal
Ontario, Canada
$8.06K +$2.98K +77 +65%
IWP
372
IAG Wealth Partners
Wisconsin
$7.65K
CTC
373
Central Trust Company
Missouri
$7.44K
TPWA
374
Twin Peaks Wealth Advisors
California
$5.41K +$4.88K +126 New
VWA
375
Valued Wealth Advisors
Utah
$4.13K

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.