We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B 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, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
351
CVA Family Office
Colorado
$22.4K
OP
352
ORG Partners
Indiana
$21.4K
WCM
353
Westend Capital Management
California
$21.1K
CAM
354
Clarity Asset Management
Iowa
$21K +$87 +2 +0.4%
C
355
Covestor
United Kingdom
$21K -$782 -18 -4%
AAG
356
Armstrong Advisory Group
Massachusetts
$20.3K -$695 -16 -3%
FRA
357
Front Row Advisors
California
$19.9K +$4.87K +112 +34%
PFM
358
Phillips Financial Management
Indiana
$19.3K
DI
359
DAGCO Inc
Ohio
$19.3K +$87 +2 +0.5%
PMFA
360
Plante Moran Financial Advisors
Michigan
$18.5K -$15.7K -362 -47%
GWM
361
Geneos Wealth Management
Colorado
$16.7K -$7.99K -184 -33%
AIC
362
Archer Investment Corporation
Indiana
$16.3K
EWP
363
Elevation Wealth Partners
California
$16.2K
HFS
364
Hughes Financial Services
Virginia
$14.6K
OA
365
Operose Advisors
Wisconsin
$14.2K +$13.7K +316 New
GRP
366
Global Retirement Partners
California
$13.2K
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
$11.9K
MPW
368
MASECO Private Wealth
$11.4K +$11K +254 New
CTWM
369
Cherry Tree Wealth Management
Minnesota
$11.2K
CFFP
370
Center for Financial Planning
Michigan
$9.83K
MIM
371
MTM Investment Management
South Carolina
$9.02K
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$8.61K -$174 -4 -2%
IWP
373
IAG Wealth Partners
Wisconsin
$8.34K
CTC
374
Central Trust Company
Missouri
$8.12K
RMC
375
Resources Management Corp
Connecticut
$7K +$6.43K +148 New