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iShares ESG Aware MSCI USA Small-Cap ETF

383 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, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
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
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Omega Financial Group
California
$2.28M +$205K +4,937 +9%
CAG
77
Crestwood Advisors Group
Massachusetts
$2.26M -$202K -4,861 -8%
HTC
78
Haverford Trust Company
Pennsylvania
$2.24M +$190K +4,564 +8%
COCM
79
Charter Oak Capital Management
New Hampshire
$2.24M +$48.8K +1,175 +2%
DL
80
DOHJ LLC
Washington
$2.23M +$221K +5,308 +10%
JP Morgan Chase
81
JP Morgan Chase
New York
$2.2M +$9.02K +217 +0.4%
FF
82
Francis Financial
$2.17M -$6.86K -165 -0.3%
PSA
83
Plum Street Advisors
Louisiana
$2.16M +$28.3K +680 +1%
LWP
84
Laurel Wealth Planning
Minnesota
$2M +$105K +2,526 +5%
CIAS
85
Capital Investment Advisory Services
North Carolina
$2M
Cerity Partners
86
Cerity Partners
New York
$1.92M +$20.7K +498 +1%
BRIA
87
Balanced Rock Investment Advisors
Massachusetts
$1.89M +$106K +2,561 +5%
Franklin Resources
88
Franklin Resources
California
$1.87M -$33.3K -800 -2%
BCM
89
Becker Capital Management
Oregon
$1.82M
AF
90
Allworth Financial
California
$1.74M +$741K +17,839 +62%
SFG
91
Sage Financial Group
Pennsylvania
$1.73M +$21K +506 +1%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$1.72M +$175K +4,218 +10%
WA
93
Westfuller Advisors
New York
$1.7M +$1.84M +44,207 New
ADL
94
Asset Dedication LLC
California
$1.69M -$232K -5,581 -11%
CA
95
CGN Advisors
Kansas
$1.65M -$108K -2,603 -6%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$354K +8,522 +26%
WFAG
97
Wescott Financial Advisory Group
Pennsylvania
$1.56M +$42.5K +1,023 +3%
AA
98
Addison Advisors
Vermont
$1.54M -$101K -2,440 -6%
BEC
99
Blue Edge Capital
Virginia
$1.52M -$668K -16,065 -29%
EI
100
eCIO Inc
Wisconsin
$1.41M +$1.53M +36,754 New