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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
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 +$301K +6,612 +2%
WA
27
Wealth Architects
California
$12.9M +$1.03M +22,689 +9%
EWM
28
Empirical Wealth Management
Washington
$12.3M +$16.2K +355 +0.1%
EWA
29
EP Wealth Advisors
California
$10.6M +$10.5M +229,887 New
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$9.24M -$343K -7,529 -4%
SWM
31
SigFig Wealth Management
California
$9.1M -$119K -2,609 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.53M +$167K +3,654 +2%
Truist Financial
33
Truist Financial
North Carolina
$8.41M +$1.94M +42,501 +30%
B
34
Bailard
California
$8.3M -$120K -2,629 -1%
Stifel Financial
35
Stifel Financial
Missouri
$7.83M +$4.91M +107,660 +172%
MWM
36
Mission Wealth Management
California
$7.78M -$210K -4,604 -3%
Raymond James Financial
37
Raymond James Financial
Florida
$7.29M +$941K +20,633 +15%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$7.18M +$935K +20,510 +16%
Financial Engines Advisors
39
Financial Engines Advisors
California
$6.98M +$256K +5,609 +4%
AA
40
Alesco Advisors
New York
$6.82M +$11.3K +247 +0.2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$6.72M +$5.51M +120,923 +479%
RFC
42
Regions Financial Corp
Alabama
$6.58M +$282K +6,188 +5%
AIA
43
Ally Invest Advisors
North Carolina
$6.56M -$11.2K -246 -0.2%
NP
44
NorthRock Partners
Minnesota
$6.3M +$5.82M +127,640 +1,365%
LGWM
45
Litman Gregory Wealth Management
California
$6.19M -$337K -7,382 -5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$5.93M -$459K -10,074 -7%
SG
47
Stanich Group
New York
$5.81M +$181K +3,977 +3%
RCG
48
Regatta Capital Group
California
$5.78M +$177K +3,875 +3%
AWA
49
Alaska Wealth Advisors
Alaska
$5.52M -$21.9K -481 -0.4%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$5.25M +$736K +16,151 +16%