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

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
76
Omega Financial Group
California
$2.28M 59,468 +4,937 +9%
CAG
77
Crestwood Advisors Group
Massachusetts
$2.26M 58,732 -4,861 -8%
HTC
78
Haverford Trust Company
Pennsylvania
$2.24M 58,281 +4,564 +8%
COCM
79
Charter Oak Capital Management
New Hampshire
$2.24M 58,280 +1,175 +2%
DL
80
DOHJ LLC
Washington
$2.23M 58,145 +5,308 +10%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.2M 57,344 +217 +0.4%
FF
82
Francis Financial
$2.17M 56,484 -165 -0.3%
PSA
83
Plum Street Advisors
Louisiana
$2.16M 56,237 +680 +1%
LWP
84
Laurel Wealth Planning
Minnesota
$2M 52,092 +2,526 +5%
CIAS
85
Capital Investment Advisory Services
North Carolina
$2M 51,990 – –
Cerity Partners
86
Cerity Partners
New York
$1.92M 50,062 +498 +1%
BRIA
87
Balanced Rock Investment Advisors
Massachusetts
$1.89M 49,136 +2,561 +5%
Franklin Resources
88
Franklin Resources
California
$1.87M 48,628 -800 -2%
BCM
89
Becker Capital Management
Oregon
$1.82M 47,336 – –
AF
90
Allworth Financial
California
$1.74M 46,550 +17,839 +62%
SFG
91
Sage Financial Group
Pennsylvania
$1.73M 45,134 +506 +1%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$1.72M 44,784 +4,218 +10%
WA
93
Westfuller Advisors
New York
$1.7M 44,207 +44,207 New
ADL
94
Asset Dedication LLC
California
$1.69M 43,910 -5,581 -11%
CA
95
CGN Advisors
Kansas
$1.65M 43,080 -2,603 -6%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$1.58M 41,164 +8,522 +26%
WFAG
97
Wescott Financial Advisory Group
Pennsylvania
$1.56M 40,604 +1,023 +3%
AA
98
Addison Advisors
Vermont
$1.54M 40,205 -2,440 -6%
BEC
99
Blue Edge Capital
Virginia
$1.52M 39,644 -16,065 -29%
EI
100
eCIO Inc
Wisconsin
$1.41M 36,754 +36,754 New
2 3
4
5 6