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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
VWA
426
Valued Wealth Advisors
Utah
$4.7K
FA
427
Fountainhead AM
New Jersey
$3.83K
TCM
428
Triumph Capital Management
Colorado
$3.71K
AP
429
Atwood & Palmer
Missouri
$3.71K
SS
430
Sunbelt Securities
Texas
$3.38K
BC
431
Barrett & Company
Rhode Island
$3.29K
NWMP
432
Noble Wealth Management PBC
Colorado
$2.82K
WWM
433
Wolff Wiese Magana
California
$2.73K
CB
434
Community Bank
New York
$2.4K
TLFA
435
True Link Financial Advisors
California
$1.98K
GSEP
436
Golden State Equity Partners
California
$1.74K
WP
437
WealthShield Partners
North Carolina
$1.69K
SRCM
438
Signature Resources Capital Management
California
$1.55K
MWA
439
Medallion Wealth Advisors
Connecticut
$1.27K
LWMI
440
Legacy Wealth Management (Idaho)
Idaho
$847
IAIM
441
International Assets Investment Management
Florida
$664
RFP
442
Root Financial Partners
California
$236
CIAS
443
Capital Investment Advisory Services
North Carolina
$188
FLP
444
Financial Life Planners
Arizona
$145
DCM
445
Davis Capital Management
Florida
$94
SGFG
446
Silver Grove Financial Group
New York
$80
GWS
447
Glassman Wealth Services
Virginia
$47
UFAC
448
Urban Financial Advisory Corp
Illinois
$39
AUB
449
Atlantic Union Bankshares
Virginia
$19
SWM
450
SigFig Wealth Management
California