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iShares ESG Aware MSCI USA Small-Cap ETF

413 hedge funds and large institutions have $1.56B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
MWM
26
Modera Wealth Management
New Jersey
$13.2M
WA
27
Wealth Architects
California
$12.9M
EWM
28
Empirical Wealth Management
Washington
$12.3M
EWA
29
EP Wealth Advisors
California
$10.6M
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$9.24M
SWM
31
SigFig Wealth Management
California
$9.1M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.53M
Truist Financial
33
Truist Financial
North Carolina
$8.41M
B
34
Bailard
California
$8.3M
Stifel Financial
35
Stifel Financial
Missouri
$7.83M
MWM
36
Mission Wealth Management
California
$7.78M
Raymond James Financial
37
Raymond James Financial
Florida
$7.29M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$7.18M
Financial Engines Advisors
39
Financial Engines Advisors
California
$6.98M
AA
40
Alesco Advisors
New York
$6.82M
RFC
41
Regions Financial Corp
Alabama
$6.58M
AIA
42
Ally Invest Advisors
North Carolina
$6.56M
NP
43
NorthRock Partners
Minnesota
$6.3M
LGWM
44
Litman Gregory Wealth Management
California
$6.19M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$5.93M
SG
46
Stanich Group
New York
$5.81M
RCG
47
Regatta Capital Group
California
$5.78M
AWA
48
Alaska Wealth Advisors
Alaska
$5.52M
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$5.25M
ASN
50
Advisory Services Network
Georgia
$5.19M