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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
351
Investors Research Corp
Georgia
$70.2K
NRG
352
Nemes Rush Group
Michigan
$57.5K -$1.96K -43 -3%
SMA
353
Sage Mountain Advisors
Georgia
$54.4K +$53.9K +1,183 New
MAFA
354
MJT & Associates Financial Advisory
Minnesota
$51.4K
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$50.9K
KSB
356
Kennebec Savings Bank
Maine
$50.5K
S
357
SignatureFD
Georgia
$48.6K
CA
358
CoreCap Advisors
Michigan
$46.7K
HPC
359
HM Payson & Co
Maine
$46K
AA
360
Ancora Advisors
Ohio
$43.7K
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
$42.7K +$42.3K +928 New
RF
362
Rossby Financial
Florida
$42.2K -$91 -2 -0.2%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$42.1K
IA
364
IFP Advisors
Florida
$41.8K +$8.16K +179 +24%
CSC
365
Caldwell Sutter Capital
California
$41.6K
Russell Investments Group
366
Russell Investments Group
United Kingdom
$39.6K +$5.56K +122 +17%
SWM
367
Spire Wealth Management
Virginia
$36.7K +$36.3K +797 New
OA
368
Operose Advisors
Wisconsin
$35.7K +$21K +461 +146%
GA
369
GoalVest Advisory
New York
$30.3K -$106K -2,325 -78%
CIA
370
Cape Investment Advisory
Georgia
$29.2K
US Bancorp
371
US Bancorp
Minnesota
$28.7K
CFO
372
Capitol Family Office
Oregon
$27.1K -$729 -16 -3%
PWA
373
Physician Wealth Advisors
Utah
$26.9K
AWM
374
AE Wealth Management
Kansas
$26.1K
CA
375
Centerpoint Advisors
Massachusetts
$26K +$2.6K +57 +11%