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iShares ESG Aware MSCI USA Small-Cap ETF

383 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, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
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 +$45.8K +1,103 +0.4%
EWM
27
Empirical Wealth Management
Washington
$9.89M +$149K +3,592 +1%
SWM
28
SigFig Wealth Management
California
$9.19M +$483K +11,630 +5%
WA
29
Wealth Architects
California
$8.53M +$79.3K +1,908 +0.9%
LPL Financial
30
LPL Financial
California
$8.31M +$376K +9,055 +4%
EWA
31
EP Wealth Advisors
California
$7.88M -$113K -2,729 -1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$7.59M +$107K +2,567 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.41M +$321K +7,728 +4%
B
34
Bailard
California
$7.02M -$126K -3,023 -2%
ASN
35
Advisory Services Network
Georgia
$6.55M +$200K +4,822 +3%
LGWM
36
Litman Gregory Wealth Management
California
$6.31M -$904K -21,760 -12%
AA
37
Alesco Advisors
New York
$5.97M +$1.27M +30,587 +24%
HPC
38
HM Payson & Co
Maine
$5.86M -$330K -7,936 -5%
SC
39
Savant Capital
Illinois
$5.84M -$816K -19,637 -11%
Raymond James Financial
40
Raymond James Financial
Florida
$5.77M +$897K +21,587 +17%
Truist Financial
41
Truist Financial
North Carolina
$5.45M -$1.14M -27,545 -16%
AIA
42
Ally Invest Advisors
North Carolina
$5.12M +$84.4K +2,030 +2%
Financial Engines Advisors
43
Financial Engines Advisors
California
$4.88M -$70.9K -1,706 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$582K -14,000 -10%
RFC
45
Regions Financial Corp
Alabama
$4.62M +$2.68M +64,572 +116%
PA
46
Parkside Advisors
California
$4.55M +$61.8K +1,487 +1%
AWA
47
Alaska Wealth Advisors
Alaska
$4.47M -$264K -6,352 -5%
CFG
48
Citizens Financial Group
Rhode Island
$4.35M -$3.19M -76,737 -40%
RCG
49
Regatta Capital Group
California
$4.33M +$1.27M +30,619 +37%
SG
50
Stanich Group
New York
$4.25M +$348K +8,370 +8%