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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$4.93M -$8.56K -197 -0.2%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$4.48M +$462K +10,641 +12%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$4.42M +$515K +11,850 +14%
BFA
54
Bluestem Financial Advisors
Illinois
$4.39M +$42.2K +972 +1%
MAWA
55
Moss Adams Wealth Advisors
Washington
$4.15M +$123K +2,824 +3%
Mariner
56
Mariner
Kansas
$3.99M +$794K +18,276 +26%
IWA
57
Invera Wealth Advisors
Oregon
$3.86M -$50.8K -1,170 -1%
AC
58
Apella Capital
Connecticut
$3.48M +$273K +6,286 +9%
HI
59
Harbour Investments
Wisconsin
$3.41M -$18.6K -428 -0.6%
QC
60
Quent Capital
New York
$3.33M +$58.7K +1,351 +2%
IWM
61
Integris Wealth Management
California
$3.3M -$33.1K -762 -1%
EI
62
eCIO Inc
Wisconsin
$3.27M +$230K +5,295 +8%
VCM
63
Vision Capital Management
Oregon
$3.26M -$223K -5,135 -7%
MMA
64
Miracle Mile Advisors
California
$3.2M -$1.38M -31,698 -31%
GI
65
Gradient Investments
Minnesota
$3.12M -$23.2K -535 -0.8%
CGL
66
Clarius Group LLC
Washington
$3.1M -$5.04K -116 -0.2%
WI
67
WrapManager Inc
California
$3.09M -$1.34M -30,810 -31%
PSA
68
Plum Street Advisors
Louisiana
$3.07M +$442K +10,172 +18%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$2.91M
FA
70
Financial Advisors
Massachusetts
$2.85M -$40.2K -925 -1%
HTC
71
Haverford Trust Company
Pennsylvania
$2.82M +$7.17K +165 +0.3%
Stifel Financial
72
Stifel Financial
Missouri
$2.82M -$85.2K -1,961 -3%
Osaic Holdings
73
Osaic Holdings
Arizona
$2.79M +$869K +20,005 +48%
WB
74
WesBanco Bank
West Virginia
$2.79M -$91K -2,095 -3%
DRP
75
Decker Retirement Planning
Utah
$2.78M -$211K -4,868 -7%