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iShares ESG Aware MSCI USA Small-Cap ETF

381 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, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$78.8M)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
MG
51
Mather Group
Illinois
$4.14M
WCWM
52
Willow Creek Wealth Management
California
$4.07M
MWM
53
Mission Wealth Management
California
$4.07M
WI
54
WrapManager Inc
California
$3.95M
BFA
55
Bluestem Financial Advisors
Illinois
$3.67M
IWA
56
Invera Wealth Advisors
Oregon
$3.4M
MAWA
57
Moss Adams Wealth Advisors
Washington
$3.35M
HIF
58
Hill Island Financial
Michigan
$3.21M
GI
59
Gradient Investments
Minnesota
$3.16M
Jones Financial Companies
60
Jones Financial Companies
Missouri
$3.13M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.1M
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.02M
IWM
63
Integris Wealth Management
California
$2.75M
HI
64
Harbour Investments
Wisconsin
$2.72M
CGL
65
Clarius Group LLC
Washington
$2.67M
VCM
66
Vision Capital Management
Oregon
$2.65M
FA
67
Financial Advisors
Massachusetts
$2.54M
Stifel Financial
68
Stifel Financial
Missouri
$2.53M
AC
69
Apella Capital
Connecticut
$2.5M
WB
70
WesBanco Bank
West Virginia
$2.5M
BIAS
71
Beacon Investment Advisory Services
New Jersey
$2.48M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.43M
Mariner
73
Mariner
Kansas
$2.42M
QC
74
Quent Capital
New York
$2.37M
SC
75
Stephens Consulting
Michigan
$2.34M