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

381 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 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$11.7M -$119K -2,881 -1%
EWM
27
Empirical Wealth Management
Washington
$10.8M +$145K +3,517 +1%
SWM
28
SigFig Wealth Management
California
$10.6M +$696K +16,849 +7%
LPL Financial
29
LPL Financial
California
$10.3M +$1.37M +33,222 +15%
WA
30
Wealth Architects
California
$10.2M +$1.04M +25,126 +11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.32M +$1.35M +32,544 +17%
EWA
32
EP Wealth Advisors
California
$8.67M +$192K +4,635 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.47M +$8.46M +204,713 +127,946%
B
34
Bailard
California
$7.71M +$157K +3,791 +2%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$7.55M -$625K -15,127 -8%
AA
36
Alesco Advisors
New York
$6.69M +$267K +6,470 +4%
LGWM
37
Litman Gregory Wealth Management
California
$6.57M -$223K -5,405 -3%
MWM
38
Mission Wealth Management
California
$6.48M +$2.1M +50,754 +48%
Financial Engines Advisors
39
Financial Engines Advisors
California
$5.95M +$700K +16,950 +13%
AIA
40
Ally Invest Advisors
North Carolina
$5.82M +$308K +7,462 +6%
SC
41
Savant Capital
Illinois
$5.56M -$726K -17,567 -12%
Truist Financial
42
Truist Financial
North Carolina
$5.55M -$314K -7,587 -5%
AWA
43
Alaska Wealth Advisors
Alaska
$5.45M +$640K +15,484 +13%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.31M -$21.2K -498 -0.4%
SG
45
Stanich Group
New York
$5.06M +$364K +8,571 +8%
Raymond James Financial
46
Raymond James Financial
Florida
$5.04M -$1.17M -28,260 -19%
RFC
47
Regions Financial Corp
Alabama
$4.94M -$29.3K -709 -0.6%
RCG
48
Regatta Capital Group
California
$4.93M +$269K +6,512 +6%
PA
49
Parkside Advisors
California
$4.85M -$42.2K -1,022 -0.9%
CFG
50
Citizens Financial Group
Rhode Island
$4.72M +$36.7K +887 +0.8%
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