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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DRP
76
Decker Retirement Planning
Utah
$2.9M +$63.8K +1,400 +2%
CAG
77
Crestwood Advisors Group
Massachusetts
$2.79M +$10.8K +236 +0.4%
WB
78
WesBanco Bank
West Virginia
$2.77M -$72.8K -1,596 -3%
HTC
79
Haverford Trust Company
Pennsylvania
$2.76M -$120K -2,643 -4%
LWP
80
Laurel Wealth Planning
Minnesota
$2.73M +$52.2K +1,144 +2%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.71M -$150K -3,294 -5%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.63M -$42.9K -940 -2%
OFG
83
Omega Financial Group
California
$2.57M -$75.8K -1,662 -3%
WI
84
WrapManager Inc
California
$2.55M -$592K -12,991 -19%
RF
85
rebel Financial
Ohio
$2.55M +$2.53M +55,450 New
BFP
86
Birchwood Financial Partners
Minnesota
$2.55M +$2.52M +55,371 New
CFG
87
Citizens Financial Group
Rhode Island
$2.54M -$2.71M -59,381 -52%
FF
88
Francis Financial
$2.48M +$48.6K +1,066 +2%
GC
89
Grimes & Company
Massachusetts
$2.36M +$135K +2,957 +6%
Morgan Stanley
90
Morgan Stanley
New York
$2.33M +$1.06M +23,195 +84%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$2.32M +$475K +10,425 +26%
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$21.4K +470 +1%
CIAS
93
Capital Investment Advisory Services
North Carolina
$2.25M -$57.9K -1,270 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$634K +13,906 +41%
BCM
95
Becker Capital Management
Oregon
$2.18M -$131K -2,865 -6%
Cerity Partners
96
Cerity Partners
New York
$2.13M +$318K +6,975 +18%
SFG
97
Sage Financial Group
Pennsylvania
$2.1M -$16.9K -370 -0.8%
Franklin Resources
98
Franklin Resources
California
$2.09M +$22.3K +489 +1%
RZH
99
Relyea Zuckerberg Hanson
Connecticut
$2.08M -$77.7K -1,704 -4%
AF
100
Allworth Financial
California
$2.08M -$17.3K -380 -0.8%