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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$4.66M -$2.51M -59,701 -35%
MG
52
Mather Group
Illinois
$4.53M +$79.9K +1,932 +2%
WCWM
53
Willow Creek Wealth Management
California
$4.53M +$145K +3,503 +3%
MMA
54
Miracle Mile Advisors
California
$4.24M +$3.06M +74,128 +260%
WI
55
WrapManager Inc
California
$4.1M -$148K -3,579 -3%
BFA
56
Bluestem Financial Advisors
Illinois
$3.99M +$42.6K +1,031 +1%
MAWA
57
Moss Adams Wealth Advisors
Washington
$3.69M +$75.4K +1,825 +2%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$3.67M +$309K +7,478 +9%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$3.56M +$225K +5,444 +7%
VCM
60
Vision Capital Management
Oregon
$3.21M +$358K +8,661 +13%
Corient Private Wealth
61
Corient Private Wealth
Florida
$3.15M -$103K -2,487 -3%
HI
62
Harbour Investments
Wisconsin
$3.15M +$220K +5,322 +8%
IWM
63
Integris Wealth Management
California
$3.06M +$98.4K +2,382 +3%
QC
64
Quent Capital
New York
$3M +$450K +10,898 +18%
AC
65
Apella Capital
Connecticut
$2.99M +$115K +2,737 +4%
Mariner
66
Mariner
Kansas
$2.9M +$296K +7,163 +11%
GI
67
Gradient Investments
Minnesota
$2.88M -$524K -12,683 -15%
CGL
68
Clarius Group LLC
Washington
$2.84M -$33.2K -803 -1%
EI
69
eCIO Inc
Wisconsin
$2.78M +$1.26M +30,586 +83%
DRP
70
Decker Retirement Planning
Utah
$2.75M +$2.74M +66,291 +38,995%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$2.67M – – –
Stifel Financial
72
Stifel Financial
Missouri
$2.67M -$57.1K -1,381 -2%
FA
73
Financial Advisors
Massachusetts
$2.65M -$82.6K -1,998 -3%
WB
74
WesBanco Bank
West Virginia
$2.64M -$46.5K -1,125 -2%
HTC
75
Haverford Trust Company
Pennsylvania
$2.58M +$173K +4,177 +7%
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3
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