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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
VWA
401
Valued Wealth Advisors
Utah
$4.6K
CWP
402
Concord Wealth Partners
Virginia
$4.32K -$44.9K -984 -91%
MSWM
403
Mowery & Schoenfeld Wealth Management
Illinois
$3.45K +$3.42K +75 New
TCM
404
Triumph Capital Management
Colorado
$3.36K +$3.33K +73 New
SS
405
Sunbelt Securities
Texas
$3.31K +$1.46K +32 +80%
BC
406
Barrett & Company
Rhode Island
$3.22K
KCM
407
Key Capital Management
Tennessee
$2.94K +$2.92K +64 New
NWMP
408
Noble Wealth Management PBC
Colorado
$2.76K -$729 -16 -21%
WWM
409
Wolff Wiese Magana
California
$2.67K +$456 +10 +21%
CB
410
Community Bank
New York
$2.34K
OP
411
ORG Partners
Indiana
$1.7K -$20K -438 -92%
SRCM
412
Signature Resources Capital Management
California
$1.52K
MWA
413
Medallion Wealth Advisors
Connecticut
$1.24K
WP
414
WealthShield Partners
North Carolina
$966
LWMI
415
Legacy Wealth Management (Idaho)
Idaho
$828
IAIM
416
International Assets Investment Management
Florida
$644 +$638 +14 New
CRI
417
Commonwealth Retirement Investments
Virginia
$506 +$501 +11 New
RFP
418
Root Financial Partners
California
$230
DCM
419
Davis Capital Management
Florida
$92 +$91 +2 New
GWS
420
Glassman Wealth Services
Virginia
$46
UFAC
421
Urban Financial Advisory Corp
Illinois
$38
Citadel Advisors
422
Citadel Advisors
Florida
-$2.41M -53,441 Closed
Jane Street
423
Jane Street
New York
-$2.22M -49,295 Closed
FTUS
424
Flow Traders U.S.
New York
-$820K -18,190 Closed
TRCT
425
Tower Research Capital (TRC)
New York
-$588K -13,044 Closed