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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$12.1M +$282K +6,496 +2%
LPL Financial
27
LPL Financial
California
$11.6M +$345K +7,933 +3%
WA
28
Wealth Architects
California
$11.6M +$431K +9,925 +4%
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$9.4M -$16.3M -374,939 -64%
SWM
30
SigFig Wealth Management
California
$9.02M -$2.4M -55,266 -22%
B
31
Bailard
California
$8.25M -$147K -3,373 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.19M -$1.9M -43,717 -19%
MWM
33
Mission Wealth Management
California
$7.83M +$739K +17,011 +11%
AA
34
Alesco Advisors
New York
$6.67M -$605K -13,925 -9%
Financial Engines Advisors
35
Financial Engines Advisors
California
$6.59M +$102K +2,350 +2%
AIA
36
Ally Invest Advisors
North Carolina
$6.44M +$94.2K +2,169 +2%
LGWM
37
Litman Gregory Wealth Management
California
$6.4M -$732K -16,855 -11%
Truist Financial
38
Truist Financial
North Carolina
$6.33M +$266K +6,115 +5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.27M -$6.6M -152,027 -52%
Raymond James Financial
40
Raymond James Financial
Florida
$6.21M +$693K +15,953 +13%
RFC
41
Regions Financial Corp
Alabama
$6.18M +$757K +17,420 +15%
SC
42
Savant Capital
Illinois
$5.86M -$195K -4,484 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$5.85M +$183K +4,216 +3%
SG
44
Stanich Group
New York
$5.52M +$136K +3,142 +3%
RCG
45
Regatta Capital Group
California
$5.49M +$105K +2,428 +2%
AWA
46
Alaska Wealth Advisors
Alaska
$5.43M -$490K -11,291 -9%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$5.33M -$2.79M -64,249 -35%
CFG
48
Citizens Financial Group
Rhode Island
$5.17M +$21.1K +485 +0.4%
ASN
49
Advisory Services Network
Georgia
$5M -$652 -15 -0%
MG
50
Mather Group
Illinois
$4.93M -$9.25K -213 -0.2%