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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B 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, 152 increasing their positions, 154 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:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
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
EWP
401
Elevation Wealth Partners
California
$16.9K
PAI
402
Pittenger & Anderson Inc
Nebraska
$16.5K
SFS
403
Sunrise Financial Services
Washington
$16.1K
CPG
404
Cornerstone Planning Group
New Jersey
$16K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$15.8K
SC
406
Sawyer & Company
Massachusetts
$15.3K
NA
407
NewEdge Advisors
Louisiana
$14.7K
MIA
408
Milestone Investment Advisors
Wisconsin
$13.7K
AWM
409
AE Wealth Management
Kansas
$13.5K
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$12.5K
MPW
411
MASECO Private Wealth
$11.9K
AG
412
AmeriFlex Group
Nevada
$11.7K
CTWM
413
Cherry Tree Wealth Management
Minnesota
$11.7K
CFFP
414
Center for Financial Planning
Michigan
$10.3K
MIM
415
MTM Investment Management
South Carolina
$9.4K
IWP
416
IAG Wealth Partners
Wisconsin
$8.7K
ATPW
417
Ashton Thomas Private Wealth
Arizona
$8.42K
CH
418
CDKV Holdings
Colorado
$7.76K
GKIM
419
GW&K Investment Management
Massachusetts
$6K
VWA
420
Valued Wealth Advisors
Utah
$4.7K
FA
421
Fountainhead AM
New Jersey
$3.83K
TCM
422
Triumph Capital Management
Colorado
$3.71K
AP
423
Atwood & Palmer
Missouri
$3.71K
SS
424
Sunbelt Securities
Texas
$3.38K
BC
425
Barrett & Company
Rhode Island
$3.29K