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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$78.8M)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.2M
EWM
27
Empirical Wealth Management
Washington
$9.89M
SWM
28
SigFig Wealth Management
California
$9.19M
WA
29
Wealth Architects
California
$8.53M
LPL Financial
30
LPL Financial
California
$8.31M
EWA
31
EP Wealth Advisors
California
$7.88M
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$7.59M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.41M
B
34
Bailard
California
$7.02M
ASN
35
Advisory Services Network
Georgia
$6.55M
LGWM
36
Litman Gregory Wealth Management
California
$6.31M
AA
37
Alesco Advisors
New York
$5.97M
HPC
38
HM Payson & Co
Maine
$5.86M
SC
39
Savant Capital
Illinois
$5.84M
Raymond James Financial
40
Raymond James Financial
Florida
$5.77M
Truist Financial
41
Truist Financial
North Carolina
$5.45M
AIA
42
Ally Invest Advisors
North Carolina
$5.12M
Financial Engines Advisors
43
Financial Engines Advisors
California
$4.88M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$4.82M
RFC
45
Regions Financial Corp
Alabama
$4.62M
PA
46
Parkside Advisors
California
$4.55M
AWA
47
Alaska Wealth Advisors
Alaska
$4.47M
CFG
48
Citizens Financial Group
Rhode Island
$4.35M
RCG
49
Regatta Capital Group
California
$4.33M
SG
50
Stanich Group
New York
$4.25M