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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
101
Financial Connections Group
California
$1.41M -$209K -5,017 -12%
MWG
102
Martin Worley Group
Utah
$1.4M +$328K +7,893 +28%
CPIG
103
Chicago Partners Investment Group
Illinois
$1.39M +$39.8K +958 +3%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M +$183K +4,407 +14%
RZH
105
Relyea Zuckerberg Hanson
Connecticut
$1.32M +$39.9K +959 +3%
WA
106
Waverly Advisors
Alabama
$1.29M -$96.2K -2,315 -6%
Osaic Holdings
107
Osaic Holdings
Arizona
$1.25M -$2.34M -56,293 -63%
SWG
108
Summit Wealth Group
Vermont
$1.24M +$40.7K +980 +3%
TDWM
109
Topel & Distasi Wealth Management
California
$1.21M +$240K +5,782 +23%
WT
110
Whittier Trust
California
$1.2M
MGIA
111
Moneta Group Investment Advisors
Missouri
$1.18M -$256K -6,167 -17%
BIA
112
Bell Investment Advisors
California
$1.16M -$17.3K -417 -1%
GC
113
Garde Capital
Washington
$1.15M +$89.8K +2,161 +8%
GC
114
Grimes & Company
Massachusetts
$1.15M -$770K -18,526 -38%
SWP
115
Stratos Wealth Partners
Ohio
$1.14M -$1.16M -27,984 -48%
MMA
116
Miracle Mile Advisors
California
$1.1M -$48.5K -1,168 -4%
AIFS
117
A&I Financial Services
Colorado
$1.08M +$114K +2,745 +11%
AWM
118
Axxcess Wealth Management
California
$1.07M -$101K -2,434 -8%
SW
119
SVB Wealth
Massachusetts
$1.06M
MWM
120
Mascoma Wealth Management
New Hampshire
$1.04M -$41.9K -1,007 -4%
DF
121
Dunhill Financial
United Kingdom
$1.01M -$270K -6,485 -20%
ODIJL
122
One Day In July LLC
Vermont
$1.01M +$419K +10,083 +62%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.01M -$19.9K -480 -2%
Morgan Stanley
124
Morgan Stanley
New York
$986K -$144K -3,456 -12%
PA
125
Planning Alternatives
Michigan
$967K +$106K +2,556 +11%