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iShares ESG Aware MSCI USA Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WP
376
WealthShield Partners
North Carolina
$868
LWMI
377
Legacy Wealth Management (Idaho)
Idaho
$744
LIS
378
Legacy Investment Solutions
Idaho
$744 +$744 +18 New
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$207
TRCT
380
Tower Research Capital (TRC)
New York
$41 -$603K -14,716 -100%
GWS
381
Glassman Wealth Services
Virginia
$41
SW
382
SVB Wealth
Massachusetts
-$1.06M -27,677 Closed
HWA
383
Hilltop Wealth Advisors
North Carolina
-$947K -24,657 Closed
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
-$543K -14,140 Closed
PCIA
385
Prime Capital Investment Advisors
Kansas
-$516K -13,432 Closed
FCI
386
Financial Counselors Inc
Kansas
-$488K -12,715 Closed
CW
387
Cook Wealth
North Carolina
-$403K -10,714 Closed
EWA
388
ERTS Wealth Advisors
Michigan
-$377K -9,828 Closed
FFN
389
Focus Financial Network
Minnesota
-$304K -7,927 Closed
KWM
390
Kingsview Wealth Management
Oregon
-$241K -6,267 Closed
TSS
391
Two Sigma Securities
New York
-$232K -6,048 Closed
Members Trust
392
Members Trust
Florida
-$203K -5,283 Closed
CA
393
Continuum Advisory
Idaho
-$154K -4,001 Closed
KHC
394
Koesten Hirschmann & Crabtree
Kansas
-$114K -2,955 Closed
MIM
395
Marshall Investment Management
Colorado
-$105K -2,742 Closed
MFS
396
Mattson Financial Services
Michigan
-$32.5K -845 Closed
MA
397
MCF Advisors
Kentucky
-$15.5K -403 Closed
CFD
398
Creative Financial Designs
Indiana
-$7.07K -184 Closed
RMP
399
Richards, Merrill & Peterson
Washington
-$6.95K -181 Closed
CB
400
Centennial Bank
Arkansas
-$3.84K -100 Closed