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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$5.3M -$70.6K -1,455 -1%
MG
52
Mather Group
Illinois
$5.27M +$1.26K +26 +0%
ASN
53
Advisory Services Network
Georgia
$4.98M -$337K -6,952 -6%
GAM
54
Gemmer Asset Management
California
$4.89M +$544K +11,223 +12%
CIAS
55
CBIZ Investment Advisory Services
Ohio
$4.7M +$4.85M +99,939 New
BFA
56
Bluestem Financial Advisors
Illinois
$4.68M +$40.9K +843 +0.9%
BFP
57
Birchwood Financial Partners
Minnesota
$4.66M +$2.12M +43,642 +79%
SC
58
Savant Capital
Illinois
$4.59M -$186K -3,833 -4%
Mariner
59
Mariner
Kansas
$4.52M +$846K +17,444 +22%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$4.23M -$2.94M -60,646 -41%
GS
61
GTS Securities
New York
$4.12M +$4.25M +87,593 New
PSA
62
Plum Street Advisors
Louisiana
$3.78M -$39.9K -822 -1%
MWM
63
MOR Wealth Management
Pennsylvania
$3.77M +$5.97K +123 +0.2%
TFM
64
TFC Financial Management
Massachusetts
$3.71M +$3.64M +74,989 +1,953%
HI
65
Harbour Investments
Wisconsin
$3.64M +$120K +2,464 +3%
QC
66
Quent Capital
New York
$3.64M +$117K +2,407 +3%
Truist Financial
67
Truist Financial
North Carolina
$3.53M -$5.23M -107,853 -59%
Corient Private Wealth
68
Corient Private Wealth
Florida
$3.46M -$3.52M -72,606 -50%
GI
69
Gradient Investments
Minnesota
$3.41M -$80.5K -1,659 -2%
IWM
70
Integris Wealth Management
California
$3.34M -$101K -2,077 -3%
EI
71
eCIO Inc
Wisconsin
$3.24M -$121K -2,491 -3%
DRP
72
Decker Retirement Planning
Utah
$3.16M +$208K +4,296 +7%
BIAS
73
Beacon Investment Advisory Services
New Jersey
$3.04M
MMA
74
Miracle Mile Advisors
California
$3.02M -$273K -5,625 -8%
CAG
75
Crestwood Advisors Group
Massachusetts
$2.92M +$63.4K +1,307 +2%