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iShares ESG Aware MSCI USA Small-Cap ETF

445 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.61% less ownership

Funds ownership: 76.39%75.78% (-0.61%)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
WrapManager Inc
California
$2.01M
SI
102
Seeds Investor
New York
$2M
AL
103
Aspiriant LLC
California
$1.9M
CPIG
104
Chicago Partners Investment Group
Illinois
$1.88M
SFA
105
Sequoia Financial Advisors
Ohio
$1.88M
AA
106
Addison Advisors
Vermont
$1.8M
OCM
107
One Capital Management
California
$1.8M
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$1.78M
GC
109
Garde Capital
Washington
$1.72M
RSWM
110
Robertson Stephens Wealth Management
California
$1.71M
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M
SPIA
112
Steward Partners Investment Advisory
New York
$1.64M
IWA
113
Invera Wealth Advisors
Oregon
$1.62M
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$1.6M
MGIA
115
Moneta Group Investment Advisors
Missouri
$1.56M
SCM
116
Stordahl Capital Management
Colorado
$1.45M
MA
117
Marquette Associates
Illinois
$1.45M
FWCM
118
Ferguson Wellman Capital Management
Oregon
$1.44M
AIFS
119
A&I Financial Services
Colorado
$1.42M
CCM
120
Coldstream Capital Management
Washington
$1.41M
WA
121
Waverly Advisors
Alabama
$1.41M
SWG
122
Summit Wealth Group
Vermont
$1.39M
AGWCA
123
Annis Gardner Whiting Capital Advisors
Florida
$1.39M
KAS
124
Kestra Advisory Services
Texas
$1.38M
EPW
125
Evolve Private Wealth
California
$1.36M