We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
401
Atria Wealth Solutions
New York
-$250K -5,940 Closed
SRWM
402
Shira Ridge Wealth Management
California
-$239K -5,672 Closed
AWA
403
Aaron Wealth Advisors
Illinois
-$235K -5,590 Closed
FWP
404
Falcon Wealth Planning
California
-$231K -5,503 Closed
LT
405
Legacy Trust
Michigan
-$221K -5,266 Closed
CWA
406
Cornerstone Wealth Advisors
Minnesota
-$212K -5,050 Closed
ACM
407
Ascent Capital Management
Oregon
-$212K -5,034 Closed
VCM
408
Viewpoint Capital Management
Washington
-$210K -5,000 Closed
NA
409
Nottingham Advisors
New York
-$204K -4,856 Closed
WRPWM
410
Werba Rubin Papier Wealth Management
California
-$201K -4,784 Closed
TIA
411
Traphagen Investment Advisors
New Jersey
-$201K -4,778 Closed
DJSG
412
D.J. St. Germain
Massachusetts
-$175K -4,173 Closed
OA
413
Operose Advisors
Wisconsin
-$103K -2,452 Closed
VHAM
414
Van Hulzen Asset Management
California
-$46.3K -1,100 Closed
AWM
415
Avior Wealth Management
Nebraska
-$29.8K -708 Closed
DP
416
Denver PWM
Colorado
-$8.31K -198 Closed
PA
417
PSI Advisors
Florida
-$6K -143 Closed
CSWG
418
Cardinal Strategic Wealth Guidance
Kentucky
-$4.12K -98 Closed
CAS
419
Coppell Advisory Solutions
Texas
-$3.48K -83 Closed
TCG
420
Transcendent Capital Group
Oklahoma
-$2.88K -69 Closed
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
-$2.23K -53 Closed
NC
422
NewSquare Capital
Pennsylvania
-$1.26K -30 Closed
GSWM
423
Golden State Wealth Management
California
-$547 -13 Closed
FLP
424
Financial Life Planners
Arizona
-$127 -3 Closed