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iShares ESG Aware MSCI USA Small-Cap ETF

413 hedge funds and large institutions have $1.56B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
PFM
376
Phillips Financial Management
Indiana
$19.7K
DI
377
DAGCO Inc
Ohio
$19.7K
PMFA
378
Plante Moran Financial Advisors
Michigan
$18.9K
GWM
379
Geneos Wealth Management
Colorado
$17.1K
HFS
380
Hantz Financial Services
Michigan
$17K
AIC
381
Archer Investment Corporation
Indiana
$16.6K
EWP
382
Elevation Wealth Partners
California
$16.6K
AG
383
AmeriFlex Group
Nevada
$13.9K
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$12.2K
MPW
385
MASECO Private Wealth
$11.7K
CTWM
386
Cherry Tree Wealth Management
Minnesota
$11.4K
CFFP
387
Center for Financial Planning
Michigan
$10K
MIM
388
MTM Investment Management
South Carolina
$9.2K
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$8.78K
IWP
390
IAG Wealth Partners
Wisconsin
$8.51K
CH
391
CDKV Holdings
Colorado
$7.59K
SAM
392
Smartleaf Asset Management
Massachusetts
$5.66K
FA
393
Fountainhead AM
New Jersey
$5.29K
VWA
394
Valued Wealth Advisors
Utah
$4.6K
CWP
395
Concord Wealth Partners
Virginia
$4.32K
MSWM
396
Mowery & Schoenfeld Wealth Management
Illinois
$3.45K
TCM
397
Triumph Capital Management
Colorado
$3.36K
SS
398
Sunbelt Securities
Texas
$3.31K
BC
399
Barrett & Company
Rhode Island
$3.22K
KCM
400
Key Capital Management
Tennessee
$2.94K