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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
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
AI
26
Accredited Investors
Minnesota
$14.1M
MWM
27
Modera Wealth Management
New Jersey
$13.5M
WA
28
Wealth Architects
California
$13.3M
EWM
29
Empirical Wealth Management
Washington
$12.3M
BPA
30
Beacon Pointe Advisors
California
$12.3M
EWA
31
EP Wealth Advisors
California
$10.5M
Stifel Financial
32
Stifel Financial
Missouri
$8.56M
B
33
Bailard
California
$8.45M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.37M
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$8.31M
MWM
36
Mission Wealth Management
California
$7.83M
Raymond James Financial
37
Raymond James Financial
Florida
$7.31M
Financial Engines Advisors
38
Financial Engines Advisors
California
$7.1M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.95M
AIA
40
Ally Invest Advisors
North Carolina
$6.8M
RFC
41
Regions Financial Corp
Alabama
$6.75M
AA
42
Alesco Advisors
New York
$6.69M
NP
43
NorthRock Partners
Minnesota
$6.51M
CA
44
Clearstead Advisors
Ohio
$6.44M
Jones Financial Companies
45
Jones Financial Companies
Missouri
$6.38M
RCG
46
Regatta Capital Group
California
$6.2M
SG
47
Stanich Group
New York
$6.13M
AWA
48
Alaska Wealth Advisors
Alaska
$5.61M
AC
49
Apella Capital
Connecticut
$5.51M
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$5.45M