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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
WrapManager Inc
California
$2.01M -$614K -12,650 -23%
SI
102
Seeds Investor
New York
$2M +$255K +5,247 +15%
AL
103
Aspiriant LLC
California
$1.9M
CPIG
104
Chicago Partners Investment Group
Illinois
$1.88M -$2.09K -43 -0.1%
SFA
105
Sequoia Financial Advisors
Ohio
$1.88M -$95.2K -1,962 -5%
AA
106
Addison Advisors
Vermont
$1.8M -$5.04K -104 -0.3%
OCM
107
One Capital Management
California
$1.8M +$384K +7,913 +26%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$91.3K -1,883 -5%
GC
109
Garde Capital
Washington
$1.72M +$26K +535 +1%
RSWM
110
Robertson Stephens Wealth Management
California
$1.71M +$734K +15,133 +71%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M +$5.19K +107 +0.3%
SPIA
112
Steward Partners Investment Advisory
New York
$1.64M +$1.12K +23 +0.1%
IWA
113
Invera Wealth Advisors
Oregon
$1.62M -$2.4M -49,502 -59%
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$1.6M -$103M -2,116,034 -98%
MGIA
115
Moneta Group Investment Advisors
Missouri
$1.56M +$99.7K +2,055 +7%
SCM
116
Stordahl Capital Management
Colorado
$1.45M +$87.4K +1,802 +6%
MA
117
Marquette Associates
Illinois
$1.45M +$204K +4,204 +16%
FWCM
118
Ferguson Wellman Capital Management
Oregon
$1.44M +$1.49M +30,724 New
AIFS
119
A&I Financial Services
Colorado
$1.42M -$60K -1,238 -4%
CCM
120
Coldstream Capital Management
Washington
$1.41M +$309K +6,374 +27%
WA
121
Waverly Advisors
Alabama
$1.41M -$17.9K -370 -1%
SWG
122
Summit Wealth Group
Vermont
$1.39M -$42.4K -875 -3%
AGWCA
123
Annis Gardner Whiting Capital Advisors
Florida
$1.39M
KAS
124
Kestra Advisory Services
Texas
$1.38M +$186K +3,826 +15%
EPW
125
Evolve Private Wealth
California
$1.36M -$29.4K -606 -2%