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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$4.66M -$2.31M -59,701 -35%
MG
52
Mather Group
Illinois
$4.53M +$74.8K +1,932 +2%
WCWM
53
Willow Creek Wealth Management
California
$4.53M +$136K +3,503 +3%
MMA
54
Miracle Mile Advisors
California
$4.24M +$2.87M +74,128 +260%
WI
55
WrapManager Inc
California
$4.1M -$139K -3,579 -3%
BFA
56
Bluestem Financial Advisors
Illinois
$3.99M +$39.9K +1,031 +1%
MAWA
57
Moss Adams Wealth Advisors
Washington
$3.69M +$70.6K +1,825 +2%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$3.67M +$289K +7,478 +9%
IWA
59
Invera Wealth Advisors
Oregon
$3.58M -$66.8K -1,726 -2%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$3.56M +$211K +5,444 +7%
VCM
61
Vision Capital Management
Oregon
$3.21M +$335K +8,661 +13%
HI
62
Harbour Investments
Wisconsin
$3.15M +$206K +5,322 +8%
IWM
63
Integris Wealth Management
California
$3.06M +$92.2K +2,382 +3%
QC
64
Quent Capital
New York
$3M +$422K +10,898 +18%
AC
65
Apella Capital
Connecticut
$2.99M +$106K +2,737 +4%
Mariner
66
Mariner
Kansas
$2.9M +$277K +7,163 +11%
GI
67
Gradient Investments
Minnesota
$2.88M -$491K -12,683 -15%
CGL
68
Clarius Group LLC
Washington
$2.84M -$31.1K -803 -1%
EI
69
eCIO Inc
Wisconsin
$2.78M +$1.18M +30,586 +83%
DRP
70
Decker Retirement Planning
Utah
$2.75M +$2.57M +66,291 +38,995%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$2.67M
Stifel Financial
72
Stifel Financial
Missouri
$2.67M -$53.5K -1,381 -2%
FA
73
Financial Advisors
Massachusetts
$2.65M -$77.3K -1,998 -3%
WB
74
WesBanco Bank
West Virginia
$2.64M -$43.5K -1,125 -2%
HTC
75
Haverford Trust Company
Pennsylvania
$2.58M +$162K +4,177 +7%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.