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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
CFO
376
CVA Family Office
Colorado
$22.8K
C
377
Covestor
United Kingdom
$22K +$1K +22 +5%
YAL
378
Your Advocates Ltd
Texas
$21.7K -$22.2K -488 -51%
WCM
379
Westend Capital Management
California
$21.5K
AC
380
AlphaCore Capital
California
$21.1K +$20.9K +458 New
AAG
381
Armstrong Advisory Group
Massachusetts
$20.9K +$182 +4 +0.9%
FRA
382
Front Row Advisors
California
$20.3K
PFM
383
Phillips Financial Management
Indiana
$19.7K
DI
384
DAGCO Inc
Ohio
$19.7K +$46 +1 +0.2%
PMFA
385
Plante Moran Financial Advisors
Michigan
$18.9K
GWM
386
Geneos Wealth Management
Colorado
$17.1K +$46 +1 +0.3%
HFS
387
Hantz Financial Services
Michigan
$17K +$16.8K +368 +7,360%
AIC
388
Archer Investment Corporation
Indiana
$16.6K
EWP
389
Elevation Wealth Partners
California
$16.6K
AG
390
AmeriFlex Group
Nevada
$13.9K -$13.7K -300 -50%
National Bank of Canada
391
National Bank of Canada
Quebec, Canada
$12.2K
MPW
392
MASECO Private Wealth
$11.7K
CTWM
393
Cherry Tree Wealth Management
Minnesota
$11.4K
CFFP
394
Center for Financial Planning
Michigan
$10K
MIM
395
MTM Investment Management
South Carolina
$9.2K
Bank of Montreal
396
Bank of Montreal
Ontario, Canada
$8.78K
IWP
397
IAG Wealth Partners
Wisconsin
$8.51K
CH
398
CDKV Holdings
Colorado
$7.59K +$7.52K +165 New
SAM
399
Smartleaf Asset Management
Massachusetts
$5.66K +$4.01K +88 +259%
FA
400
Fountainhead AM
New Jersey
$5.29K -$335K -7,358 -98%