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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
VWA
376
Valued Wealth Advisors
Utah
$4.51K
NWMP
377
Noble Wealth Management PBC
Colorado
$3.43K +$3.3K +76 New
BC
378
Barrett & Company
Rhode Island
$3.16K
CB
379
Community Bank
New York
$2.3K
WWM
380
Wolff Wiese Magana
California
$2.16K +$738 +17 +55%
SS
381
Sunbelt Securities
Texas
$1.8K +$1.74K +40 New
SAM
382
Smartleaf Asset Management
Massachusetts
$1.53K
SRCM
383
Signature Resources Capital Management
California
$1.49K
MWA
384
Medallion Wealth Advisors
Connecticut
$1.22K
LWA
385
Lowe Wealth Advisors
Maryland
$1.17K +$1.13K +26 New
WP
386
WealthShield Partners
North Carolina
$947
LWMI
387
Legacy Wealth Management (Idaho)
Idaho
$812
GA
388
Guerra Advisors
Florida
$322 +$304 +7 New
RFP
389
Root Financial Partners
California
$226 +$217 +5 New
FLP
390
Financial Life Planners
Arizona
$138 +$130 +3 New
GWS
391
Glassman Wealth Services
Virginia
$45
UFAC
392
Urban Financial Advisory Corp
Illinois
$37 -$51.4K -1,184 -100%
DL
393
DOHJ LLC
Washington
-$2.55M -69,762 Closed
Susquehanna International Group
394
Susquehanna International Group
Pennsylvania
-$2.03M -49,083 Closed
WA
395
Westfuller Advisors
New York
-$1.83M -44,207 Closed
WAM
396
WNY Asset Management
New York
-$729K -17,644 Closed
AAP
397
Arax Advisory Partners
Colorado
-$420K -10,154 Closed
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
-$374K -9,046 Closed
CAG
399
Curtis Advisory Group
California
-$364K -8,818 Closed
EC
400
Estate Counselors
Wisconsin
-$299K -7,230 Closed