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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DL
76
DOHJ LLC
Washington
$2.55M +$450K +11,617 +20%
COCM
77
Charter Oak Capital Management
New Hampshire
$2.5M +$87K +2,248 +4%
CAG
78
Crestwood Advisors Group
Massachusetts
$2.49M +$55.7K +1,440 +2%
OFG
79
Omega Financial Group
California
$2.47M +$8.55K +221 +0.4%
LWP
80
Laurel Wealth Planning
Minnesota
$2.41M +$236K +6,103 +12%
PSA
81
Plum Street Advisors
Louisiana
$2.4M +$67.4K +1,740 +3%
JP Morgan Chase
82
JP Morgan Chase
New York
$2.31M -$53.6K -1,384 -2%
RF
83
rebel Financial
Ohio
$2.27M +$2.12M +54,826 New
FF
84
Francis Financial
$2.25M -$78.5K -2,028 -4%
CIAS
85
Capital Investment Advisory Services
North Carolina
$2.15M -$2.52K -65 -0.1%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.03M -$554K -14,301 -23%
BCM
87
Becker Capital Management
Oregon
$1.96M
Franklin Resources
88
Franklin Resources
California
$1.92M -$81.7K -2,110 -4%
SFG
89
Sage Financial Group
Pennsylvania
$1.9M +$27.9K +721 +2%
AF
90
Allworth Financial
California
$1.88M -$36.5K -942 -2%
SC
91
Stephens Consulting
Michigan
$1.88M -$596K -15,393 -25%
Cerity Partners
92
Cerity Partners
New York
$1.85M -$220K -5,681 -11%
WA
93
Westfuller Advisors
New York
$1.83M
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$1.83M +$380K +9,806 +29%
ADL
95
Asset Dedication LLC
California
$1.79M -$21.3K -550 -1%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.74M +$374K +9,664 +30%
WFAG
97
Wescott Financial Advisory Group
Pennsylvania
$1.73M +$50.6K +1,308 +3%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$6.12K +158 +0.4%
AA
99
Addison Advisors
Vermont
$1.68M +$16.8K +435 +1%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$1.6M -$233K -6,020 -13%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.