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

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
76
DOHJ LLC
Washington
$2.55M +$424K +11,617 +20%
COCM
77
Charter Oak Capital Management
New Hampshire
$2.5M +$92.9K +2,248 +4%
CAG
78
Crestwood Advisors Group
Massachusetts
$2.49M +$59.5K +1,440 +2%
OFG
79
Omega Financial Group
California
$2.47M +$9.13K +221 +0.4%
LWP
80
Laurel Wealth Planning
Minnesota
$2.41M +$252K +6,103 +12%
PSA
81
Plum Street Advisors
Louisiana
$2.4M +$71.9K +1,740 +3%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.31M -$57.2K -1,384 -2%
RF
83
rebel Financial
Ohio
$2.27M +$2.27M +54,826 New
FF
84
Francis Financial
$2.25M -$83.8K -2,028 -4%
CIAS
85
Capital Investment Advisory Services
North Carolina
$2.15M -$2.69K -65 -0.1%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.03M -$591K -14,301 -23%
BCM
87
Becker Capital Management
Oregon
$1.96M – – –
Franklin Resources
88
Franklin Resources
California
$1.92M -$87.2K -2,110 -4%
SFG
89
Sage Financial Group
Pennsylvania
$1.9M +$29.8K +721 +2%
AF
90
Allworth Financial
California
$1.88M -$38.9K -942 -2%
SC
91
Stephens Consulting
Michigan
$1.88M -$636K -15,393 -25%
Cerity Partners
92
Cerity Partners
New York
$1.85M -$237K -5,681 -11%
WA
93
Westfuller Advisors
New York
$1.83M – – –
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$1.83M +$405K +9,806 +29%
ADL
95
Asset Dedication LLC
California
$1.79M -$22.7K -550 -1%
WFAG
96
Wescott Financial Advisory Group
Pennsylvania
$1.73M +$54.1K +1,308 +3%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$6.53K +158 +0.4%
AA
98
Addison Advisors
Vermont
$1.68M +$18K +435 +1%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$1.6M -$249K -6,020 -13%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.59M +$228K +5,457 +17%
2 3
4
5 6