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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$5.19M +$88.3K +1,936 +2%
MG
52
Mather Group
Illinois
$5.16M +$126K +2,759 +3%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$5.12M +$538K +11,793 +12%
SC
54
Savant Capital
Illinois
$4.66M -$1.31M -28,644 -22%
GRP
55
Global Retirement Partners
California
$4.61M +$4.56M +100,045 +34,262%
BFA
56
Bluestem Financial Advisors
Illinois
$4.54M +$56.5K +1,239 +1%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$4.49M -$940K -20,625 -17%
GAM
58
Gemmer Asset Management
California
$4.27M +$4.23M +92,769 New
IWA
59
Invera Wealth Advisors
Oregon
$3.86M -$67.7K -1,484 -2%
AC
60
Apella Capital
Connecticut
$3.86M +$302K +6,629 +9%
PSA
61
Plum Street Advisors
Louisiana
$3.73M +$596K +13,068 +19%
MWM
62
MOR Wealth Management
Pennsylvania
$3.69M +$3.65M +80,147 New
Mariner
63
Mariner
Kansas
$3.61M -$449K -9,842 -11%
HI
64
Harbour Investments
Wisconsin
$3.45M -$33.4K -733 -1%
QC
65
Quent Capital
New York
$3.45M +$48.8K +1,071 +1%
QLSGSCF
66
Quent Long Short Global Small Cap Fund
New York
$3.45M +$3.42M +74,954 New
GI
67
Gradient Investments
Minnesota
$3.41M +$226K +4,949 +7%
IWM
68
Integris Wealth Management
California
$3.36M -$12.4K -271 -0.4%
VCM
69
Vision Capital Management
Oregon
$3.31M -$15.5K -339 -0.5%
EI
70
eCIO Inc
Wisconsin
$3.29M -$51.7K -1,134 -2%
MMA
71
Miracle Mile Advisors
California
$3.21M -$47.8K -1,049 -1%
BPA
72
Beacon Pointe Advisors
California
$3.19M +$455K +9,972 +17%
CGL
73
Clarius Group LLC
Washington
$3.11M -$48.5K -1,065 -2%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$2.97M
JP Morgan Chase
75
JP Morgan Chase
New York
$2.92M +$168K +3,682 +6%