We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Crestwood Advisors Group
Massachusetts
$2.73M +$13.6K +313 +0.5%
JP Morgan Chase
77
JP Morgan Chase
New York
$2.7M +$170K +3,913 +7%
BPA
78
Beacon Pointe Advisors
California
$2.68M +$1.84M +42,347 +247%
LWP
79
Laurel Wealth Planning
Minnesota
$2.63M +$3.61K +83 +0.1%
COCM
80
Charter Oak Capital Management
New Hampshire
$2.62M -$106K -2,438 -4%
OFG
81
Omega Financial Group
California
$2.59M -$95.5K -2,199 -4%
RF
82
rebel Financial
Ohio
$2.53M -$2.38M -54,826 Closed
Citadel Advisors
83
Citadel Advisors
Florida
$2.41M +$2.32M +53,441 New
FF
84
Francis Financial
$2.39M -$67K -1,542 -3%
BCM
85
Becker Capital Management
Oregon
$2.27M +$131K +3,010 +6%
CIAS
86
Capital Investment Advisory Services
North Carolina
$2.27M -$73K -1,680 -3%
Jane Street
87
Jane Street
New York
$2.22M +$2.14M +49,295 New
WFAG
88
Wescott Financial Advisory Group
Pennsylvania
$2.2M +$300K +6,907 +16%
GC
89
Grimes & Company
Massachusetts
$2.18M +$797K +18,343 +61%
RZH
90
Relyea Zuckerberg Hanson
Connecticut
$2.12M +$120K +2,757 +6%
SFG
91
Sage Financial Group
Pennsylvania
$2.08M +$10.8K +248 +0.5%
AF
92
Allworth Financial
California
$2.06M +$478 +11 +0%
Franklin Resources
93
Franklin Resources
California
$2.03M -$65.5K -1,507 -3%
SFA
94
Sequoia Financial Advisors
Ohio
$1.94M +$1.43M +32,807 +323%
ADL
95
Asset Dedication LLC
California
$1.9M -$50.5K -1,163 -3%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$1.88M +$18.2K +420 +1%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$1.8M +$53.2K +1,225 +3%
AA
98
Addison Advisors
Vermont
$1.77M -$59.9K -1,378 -3%
Cerity Partners
99
Cerity Partners
New York
$1.74M -$249K -5,732 -13%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.69M +$3.56K +82 +0.2%