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iShares ESG Aware MSCI USA Small-Cap ETF

384 hedge funds and large institutions have $1.44B 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, 149 increasing their positions, 132 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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

Top Buyers

1 +$11.9M
2 +$5.03M
3 +$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.41M
5
Jane Street
Jane Street
New York
+$2.22M

Top Sellers

1 -$22.4M
2 -$16.9M
3 -$6.85M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.89M
5
Goldman Sachs
Goldman Sachs
New York
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$1.55M
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1.53M
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M
TDWM
104
Topel & Distasi Wealth Management
California
$1.49M
VAF
105
Values Added Financial
District of Columbia
$1.49M
WA
106
Waverly Advisors
Alabama
$1.44M
WT
107
Whittier Trust
California
$1.43M
SWG
108
Summit Wealth Group
Vermont
$1.4M
FCH
109
Freestone Capital Holdings
Washington
$1.4M
AIFS
110
A&I Financial Services
Colorado
$1.39M
MGIA
111
Moneta Group Investment Advisors
Missouri
$1.38M
AGWCA
112
Annis Gardner Whiting Capital Advisors
Florida
$1.32M
SCM
113
Stordahl Capital Management
Colorado
$1.31M
BIA
114
Bell Investment Advisors
California
$1.29M
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$1.29M
BWP
116
BSW Wealth Partners
Colorado
$1.27M
Morgan Stanley
117
Morgan Stanley
New York
$1.24M
TW
118
Towerpoint Wealth
California
$1.21M
PA
119
Planning Alternatives
Michigan
$1.19M
MML Investors Services
120
MML Investors Services
Massachusetts
$1.17M
AssetMark Inc
121
AssetMark Inc
California
$1.17M
MWM
122
Mascoma Wealth Management
New Hampshire
$1.16M
ACA
123
Aptus Capital Advisors
Alabama
$1.15M
Corient Private Wealth
124
Corient Private Wealth
Florida
$1.14M
FPAS
125
Focus Partners Advisor Solutions
Missouri
$1.11M