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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
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
B
376
Birchbrook
Maine
$58.8K
SMA
377
Sage Mountain Advisors
Georgia
$55.6K
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$53.3K
KSB
379
Kennebec Savings Bank
Maine
$51.7K
S
380
SignatureFD
Georgia
$49.7K
CA
381
CoreCap Advisors
Michigan
$47.7K
HPC
382
HM Payson & Co
Maine
$47K
BCWM
383
Bartlett & Co Wealth Management
Ohio
$47K
MAFA
384
MJT & Associates Financial Advisory
Minnesota
$46.2K
AA
385
Ancora Advisors
Ohio
$44.7K
YAL
386
Your Advocates Ltd
Texas
$44.2K
CSC
387
Caldwell Sutter Capital
California
$42.5K
IA
388
IFP Advisors
Florida
$40.4K
Russell Investments Group
389
Russell Investments Group
United Kingdom
$37.5K
OA
390
Operose Advisors
Wisconsin
$36.5K
CA
391
Centerpoint Advisors
Massachusetts
$32K
PWA
392
Physician Wealth Advisors
Utah
$27.5K
CFO
393
Capitol Family Office
Oregon
$27.1K
C
394
Covestor
United Kingdom
$24K
VAI
395
Vanguard Advisers Inc
Pennsylvania
$23.3K
CFO
396
CVA Family Office
Colorado
$23.3K
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
$21.9K
AC
398
AlphaCore Capital
California
$21.5K
WCM
399
Westend Capital Management
California
$21K
FRA
400
Front Row Advisors
California
$20.8K