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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$164K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$162K
SAM
353
Sherman Asset Management
California
$155K
CYG
354
Clean Yield Group
Vermont
$152K
CWA
355
Carolina Wealth Advisors
South Carolina
$145K
MIM
356
Marshall Investment Management
Colorado
$138K
FFA
357
Founders Financial Alliance
North Carolina
$136K
CPBTD
358
Central Pacific Bank - Trust Division
Hawaii
$134K
BA
359
Blueline Advisors
New Hampshire
$133K
AAP
360
Arax Advisory Partners
Colorado
$133K
MNA
361
Manning & Napier Advisors
New York
$118K
NB
362
NBT Bank
New York
$105K
RPC
363
Rossmore Private Capital
Connecticut
$96K
HWM
364
Horizons Wealth Management
North Carolina
$94.7K
ATC
365
Advantage Trust Company
Kansas
$89.7K
BWA
366
Basecamp Wealth Advisors
Washington
$89.5K
NRG
367
Nemes Rush Group
Michigan
$88.2K
USB
368
Union Savings Bank
Connecticut
$85.9K
VWA
369
VSM Wealth Advisory
Maryland
$83.1K
KFAS
370
Keating Financial Advisory Services
Kansas
$77.3K
SAM
371
Smartleaf Asset Management
Massachusetts
$76.1K
RF
372
Rossby Financial
Florida
$75.8K
QWM
373
Quaker Wealth Management
New Jersey
$75.6K
IRC
374
Investors Research Corp
Georgia
$71.8K
4FG
375
4Thought Financial Group
New York
$71.1K