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iShares ESG Aware MSCI USA Small-Cap ETF

413 hedge funds and large institutions have $1.56B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
ADL
101
Asset Dedication LLC
California
$2.03M
MFPI
102
Midwest Financial Partners Investments
Minnesota
$2.01M
PP
103
Pearl Planning
Michigan
$1.93M
SFA
104
Sequoia Financial Advisors
Ohio
$1.93M
AL
105
Aspiriant LLC
California
$1.85M
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.82M
CPIG
107
Chicago Partners Investment Group
Illinois
$1.81M
AA
108
Addison Advisors
Vermont
$1.77M
GC
109
Garde Capital
Washington
$1.66M
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.61M
SPIA
111
Steward Partners Investment Advisory
New York
$1.6M
SI
112
Seeds Investor
New York
$1.59M
AWM
113
Axxcess Wealth Management
California
$1.58M
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.52M
WT
115
Whittier Trust
California
$1.5M
TDWM
116
Topel & Distasi Wealth Management
California
$1.48M
FCH
117
Freestone Capital Holdings
Washington
$1.48M
AIFS
118
A&I Financial Services
Colorado
$1.45M
MGIA
119
Moneta Group Investment Advisors
Missouri
$1.43M
MML Investors Services
120
MML Investors Services
Massachusetts
$1.42M
SWG
121
Summit Wealth Group
Vermont
$1.4M
OCM
122
One Capital Management
California
$1.39M
WA
123
Waverly Advisors
Alabama
$1.39M
BWP
124
BSW Wealth Partners
Colorado
$1.38M
AGWCA
125
Annis Gardner Whiting Capital Advisors
Florida
$1.36M