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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

379 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
157
Reduced
122
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$11.7M 283,427 -2,881 -1%
EWM
27
Empirical Wealth Management
Washington
$10.8M 260,921 +3,517 +1%
SWM
28
SigFig Wealth Management
California
$10.6M 255,762 +16,849 +7%
LPL Financial
29
LPL Financial
California
$10.3M 249,581 +33,222 +15%
WA
30
Wealth Architects
California
$10.2M 247,293 +25,126 +11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.32M 225,480 +32,544 +17%
EWA
32
EP Wealth Advisors
California
$8.67M 209,753 +4,635 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.47M 204,873 +204,713 +127,946%
B
34
Bailard
California
$7.71M 186,475 +3,791 +2%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$7.55M 182,580 -15,127 -8%
AA
36
Alesco Advisors
New York
$6.69M 161,907 +6,470 +4%
LGWM
37
Litman Gregory Wealth Management
California
$6.57M 158,890 -5,405 -3%
MWM
38
Mission Wealth Management
California
$6.48M 156,739 +50,754 +48%
Financial Engines Advisors
39
Financial Engines Advisors
California
$5.95M 143,879 +16,950 +13%
AIA
40
Ally Invest Advisors
North Carolina
$5.82M 140,702 +7,462 +6%
SC
41
Savant Capital
Illinois
$5.56M 134,571 -17,567 -12%
Truist Financial
42
Truist Financial
North Carolina
$5.55M 134,276 -7,587 -5%
AWA
43
Alaska Wealth Advisors
Alaska
$5.45M 131,818 +15,484 +13%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.31M 124,919 -498 -0.4%
SG
45
Stanich Group
New York
$5.06M 119,225 +8,571 +8%
Raymond James Financial
46
Raymond James Financial
Florida
$5.04M 121,905 -28,260 -19%
RFC
47
Regions Financial Corp
Alabama
$4.94M 119,592 -709 -0.6%
RCG
48
Regatta Capital Group
California
$4.93M 119,325 +6,512 +6%
PA
49
Parkside Advisors
California
$4.85M 117,432 -1,022 -0.9%
CFG
50
Citizens Financial Group
Rhode Island
$4.72M 114,100 +887 +0.8%
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