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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$14.1M -$85.2K -1,757 -0.6%
MWM
27
Modera Wealth Management
New Jersey
$13.5M +$53.5K +1,102 +0.4%
WA
28
Wealth Architects
California
$13.3M +$157K +3,234 +1%
EWM
29
Empirical Wealth Management
Washington
$12.3M -$254K -5,244 -2%
BPA
30
Beacon Pointe Advisors
California
$12.3M +$9.34M +192,544 +277%
EWA
31
EP Wealth Advisors
California
$10.5M -$291K -6,004 -3%
Stifel Financial
32
Stifel Financial
Missouri
$8.56M +$574K +11,835 +7%
B
33
Bailard
California
$8.45M -$37.6K -775 -0.4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.37M -$357K -7,368 -4%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$8.31M -$1.17M -24,109 -12%
MWM
36
Mission Wealth Management
California
$7.83M -$128K -2,644 -2%
Raymond James Financial
37
Raymond James Financial
Florida
$7.31M -$142K -2,921 -2%
Financial Engines Advisors
38
Financial Engines Advisors
California
$7.1M -$41.8K -861 -0.6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.95M +$918K +18,930 +15%
AIA
40
Ally Invest Advisors
North Carolina
$6.8M +$96.1K +1,981 +1%
RFC
41
Regions Financial Corp
Alabama
$6.75M +$15.5K +319 +0.2%
AA
42
Alesco Advisors
New York
$6.69M -$288K -5,938 -4%
NP
43
NorthRock Partners
Minnesota
$6.51M +$68.2K +1,407 +1%
CA
44
Clearstead Advisors
Ohio
$6.44M +$6.55M +135,120 +6,969%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$6.38M +$1.31M +27,042 +24%
RCG
46
Regatta Capital Group
California
$6.2M +$299K +6,168 +5%
SG
47
Stanich Group
New York
$6.13M +$192K +3,964 +3%
AWA
48
Alaska Wealth Advisors
Alaska
$5.61M -$35.6K -733 -0.6%
AC
49
Apella Capital
Connecticut
$5.51M +$1.14M +23,450 +28%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$5.45M +$883K +18,208 +19%