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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$2.85M -$49.5K -1,021 -2%
Morgan Stanley
77
Morgan Stanley
New York
$2.85M +$481K +9,910 +20%
VCM
78
Vision Capital Management
Oregon
$2.84M -$566K -11,672 -16%
HTC
79
Haverford Trust Company
Pennsylvania
$2.8M -$21.2K -438 -0.7%
WB
80
WesBanco Bank
West Virginia
$2.76M -$68.6K -1,414 -2%
LWP
81
Laurel Wealth Planning
Minnesota
$2.74M -$51.9K -1,069 -2%
CFG
82
Citizens Financial Group
Rhode Island
$2.57M -$30.1K -620 -1%
RF
83
rebel Financial
Ohio
$2.52M -$93.9K -1,935 -3%
FF
84
Francis Financial
$2.49M -$46.7K -963 -2%
COCM
85
Charter Oak Capital Management
New Hampshire
$2.49M -$205K -4,218 -7%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$2.45M +$78.9K +1,627 +3%
Osaic Holdings
87
Osaic Holdings
Arizona
$2.44M -$337K -6,949 -12%
OFG
88
Omega Financial Group
California
$2.38M -$255K -5,257 -9%
BCM
89
Becker Capital Management
Oregon
$2.38M +$149K +3,075 +6%
WFAG
90
Wescott Financial Advisory Group
Pennsylvania
$2.3M -$17.8K -367 -0.7%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$26.5K +547 +1%
GC
92
Grimes & Company
Massachusetts
$2.22M -$203K -4,178 -8%
Cerity Partners
93
Cerity Partners
New York
$2.2M +$57.8K +1,192 +3%
Franklin Resources
94
Franklin Resources
California
$2.18M +$42.8K +883 +2%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$2.13M +$2.77K +57 +0.1%
AF
96
Allworth Financial
California
$2.12M -$3.54K -73 -0.2%
SFG
97
Sage Financial Group
Pennsylvania
$2.12M -$28.2K -581 -1%
MFPI
98
Midwest Financial Partners Investments
Minnesota
$2.06M +$9.99K +206 +0.5%
PP
99
Pearl Planning
Michigan
$2.04M +$65.4K +1,348 +3%
ADL
100
Asset Dedication LLC
California
$2.02M -$57.5K -1,186 -3%