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iShares ESG Aware MSCI USA Small-Cap ETF

381 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, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$78.8M)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Omega Financial Group
California
$2.28M
CAG
77
Crestwood Advisors Group
Massachusetts
$2.26M
HTC
78
Haverford Trust Company
Pennsylvania
$2.24M
COCM
79
Charter Oak Capital Management
New Hampshire
$2.24M
DL
80
DOHJ LLC
Washington
$2.23M
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.2M
FF
82
Francis Financial
$2.17M
PSA
83
Plum Street Advisors
Louisiana
$2.16M
LWP
84
Laurel Wealth Planning
Minnesota
$2M
CIAS
85
Capital Investment Advisory Services
North Carolina
$2M
Cerity Partners
86
Cerity Partners
New York
$1.92M
BRIA
87
Balanced Rock Investment Advisors
Massachusetts
$1.89M
Franklin Resources
88
Franklin Resources
California
$1.87M
BCM
89
Becker Capital Management
Oregon
$1.82M
AF
90
Allworth Financial
California
$1.74M
SFG
91
Sage Financial Group
Pennsylvania
$1.73M
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$1.72M
WA
93
Westfuller Advisors
New York
$1.7M
ADL
94
Asset Dedication LLC
California
$1.69M
CA
95
CGN Advisors
Kansas
$1.65M
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$1.58M
WFAG
97
Wescott Financial Advisory Group
Pennsylvania
$1.56M
AA
98
Addison Advisors
Vermont
$1.54M
BEC
99
Blue Edge Capital
Virginia
$1.52M
EI
100
eCIO Inc
Wisconsin
$1.41M