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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
AAS
376
Ameritas Advisory Services
Nebraska
$3.31K +$3.1K +80 New
BC
377
Barrett & Company
Rhode Island
$2.89K
CB
378
Community Bank
New York
$2.11K
TCPW
379
Twin City Private Wealth
North Carolina
$1.7K +$1.59K +41 New
SIS
380
Sound Income Strategies
Florida
$1.49K +$1.39K +36 New
SAM
381
Smartleaf Asset Management
Massachusetts
$1.4K +$1.32K +34 New
SRCM
382
Signature Resources Capital Management
California
$1.36K
WWM
383
Wolff Wiese Magana
California
$1.28K +$1.2K +31 New
MWA
384
Medallion Wealth Advisors
Connecticut
$1.13K +$116 +3 +13%
WP
385
WealthShield Partners
North Carolina
$868
LWMI
386
Legacy Wealth Management (Idaho)
Idaho
$744
LIS
387
Legacy Investment Solutions
Idaho
$744 +$697 +18 New
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$207
TRCT
389
Tower Research Capital (TRC)
New York
$41 -$570K -14,716 -100%
GWS
390
Glassman Wealth Services
Virginia
$41
SW
391
SVB Wealth
Massachusetts
-$1.06M -27,677 Closed
HWA
392
Hilltop Wealth Advisors
North Carolina
-$947K -24,657 Closed
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
-$543K -14,140 Closed
PCIA
394
Prime Capital Investment Advisors
Kansas
-$516K -13,432 Closed
FCI
395
Financial Counselors Inc
Kansas
-$488K -12,715 Closed
CW
396
Cook Wealth
North Carolina
-$403K -10,714 Closed
EWA
397
ERTS Wealth Advisors
Michigan
-$377K -9,828 Closed
FFN
398
Focus Financial Network
Minnesota
-$304K -7,927 Closed
KWM
399
Kingsview Wealth Management
Oregon
-$241K -6,267 Closed
TSS
400
Two Sigma Securities
New York
-$232K -6,048 Closed

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.