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iShares ESG Aware MSCI USA Small-Cap ETF

384 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, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
Ameriprise
Ameriprise
Minnesota
-$4.51M
5
Northern Trust
Northern Trust
Illinois
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$11.7M
EWM
27
Empirical Wealth Management
Washington
$10.8M
SWM
28
SigFig Wealth Management
California
$10.6M
LPL Financial
29
LPL Financial
California
$10.3M
WA
30
Wealth Architects
California
$10.2M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.32M
EWA
32
EP Wealth Advisors
California
$8.67M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.47M
B
34
Bailard
California
$7.71M
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$7.55M
AA
36
Alesco Advisors
New York
$6.69M
LGWM
37
Litman Gregory Wealth Management
California
$6.57M
MWM
38
Mission Wealth Management
California
$6.48M
Financial Engines Advisors
39
Financial Engines Advisors
California
$5.95M
AIA
40
Ally Invest Advisors
North Carolina
$5.82M
SC
41
Savant Capital
Illinois
$5.56M
Truist Financial
42
Truist Financial
North Carolina
$5.55M
AWA
43
Alaska Wealth Advisors
Alaska
$5.45M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.31M
SG
45
Stanich Group
New York
$5.06M
Raymond James Financial
46
Raymond James Financial
Florida
$5.04M
RFC
47
Regions Financial Corp
Alabama
$4.94M
RCG
48
Regatta Capital Group
California
$4.93M
PA
49
Parkside Advisors
California
$4.85M
CFG
50
Citizens Financial Group
Rhode Island
$4.72M