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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
51
Mather Group
Illinois
$4.14M -$72.7K -1,749 -2%
WCWM
52
Willow Creek Wealth Management
California
$4.07M +$467K +11,238 +12%
MWM
53
Mission Wealth Management
California
$4.07M +$578K +13,899 +15%
WI
54
WrapManager Inc
California
$3.95M -$212K -5,092 -5%
BFA
55
Bluestem Financial Advisors
Illinois
$3.67M -$176K -4,232 -4%
IWA
56
Invera Wealth Advisors
Oregon
$3.4M -$97.4K -2,344 -3%
MAWA
57
Moss Adams Wealth Advisors
Washington
$3.35M +$127K +3,058 +4%
HIF
58
Hill Island Financial
Michigan
$3.21M -$199K -4,784 -5%
GI
59
Gradient Investments
Minnesota
$3.16M -$139K -3,344 -4%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$3.13M +$868K +20,891 +35%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.1M +$384K +9,228 +13%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.02M -$93.6K -2,251 -3%
IWM
63
Integris Wealth Management
California
$2.75M +$101K +2,434 +4%
HI
64
Harbour Investments
Wisconsin
$2.72M +$104K +2,508 +4%
CGL
65
Clarius Group LLC
Washington
$2.67M +$219K +5,267 +8%
VCM
66
Vision Capital Management
Oregon
$2.65M +$434K +10,434 +18%
FA
67
Financial Advisors
Massachusetts
$2.54M +$32.1K +773 +1%
Stifel Financial
68
Stifel Financial
Missouri
$2.53M +$221K +5,322 +9%
AC
69
Apella Capital
Connecticut
$2.5M +$245K +5,901 +9%
WB
70
WesBanco Bank
West Virginia
$2.5M +$263K +6,325 +11%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$2.48M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.43M +$2.06M +49,669 +362%
Mariner
73
Mariner
Kansas
$2.42M +$117K +2,819 +5%
QC
74
Quent Capital
New York
$2.37M +$184K +4,435 +8%
SC
75
Stephens Consulting
Michigan
$2.34M +$116K +2,793 +5%