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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
AAG
401
Armstrong Advisory Group
Massachusetts
$20.5K
DI
402
DAGCO Inc
Ohio
$20.2K
PFM
403
Phillips Financial Management
Indiana
$20.2K
SNB
404
Security National Bank
Nebraska
$19.3K
HFS
405
Hantz Financial Services
Michigan
$18K
GWM
406
Geneos Wealth Management
Colorado
$17.5K
AIC
407
Archer Investment Corporation
Indiana
$17K
EWP
408
Elevation Wealth Partners
California
$16.9K
PAI
409
Pittenger & Anderson Inc
Nebraska
$16.5K
SFS
410
Sunrise Financial Services
Washington
$16.1K
CPG
411
Cornerstone Planning Group
New Jersey
$16K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$15.8K
SC
413
Sawyer & Company
Massachusetts
$15.3K
MIA
414
Milestone Investment Advisors
Wisconsin
$13.7K
AWM
415
AE Wealth Management
Kansas
$13.5K
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$12.5K
MPW
417
MASECO Private Wealth
$11.9K
AG
418
AmeriFlex Group
Nevada
$11.7K
CTWM
419
Cherry Tree Wealth Management
Minnesota
$11.7K
CFFP
420
Center for Financial Planning
Michigan
$10.3K
MIM
421
MTM Investment Management
South Carolina
$9.4K
IWP
422
IAG Wealth Partners
Wisconsin
$8.7K
ATPW
423
Ashton Thomas Private Wealth
Arizona
$8.42K
CH
424
CDKV Holdings
Colorado
$7.76K
GKIM
425
GW&K Investment Management
Massachusetts
$6K