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iShares ESG Aware MSCI USA Small-Cap ETF

381 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, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$78.8M)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
381
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
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
101
Financial Connections Group
California
$1.41M
MWG
102
Martin Worley Group
Utah
$1.4M
CPIG
103
Chicago Partners Investment Group
Illinois
$1.39M
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M
RZH
105
Relyea Zuckerberg Hanson
Connecticut
$1.32M
WA
106
Waverly Advisors
Alabama
$1.29M
Osaic Holdings
107
Osaic Holdings
Arizona
$1.25M
SWG
108
Summit Wealth Group
Vermont
$1.24M
TDWM
109
Topel & Distasi Wealth Management
California
$1.21M
WT
110
Whittier Trust
California
$1.2M
MGIA
111
Moneta Group Investment Advisors
Missouri
$1.18M
BIA
112
Bell Investment Advisors
California
$1.16M
GC
113
Garde Capital
Washington
$1.15M
GC
114
Grimes & Company
Massachusetts
$1.15M
SWP
115
Stratos Wealth Partners
Ohio
$1.14M
MMA
116
Miracle Mile Advisors
California
$1.1M
AIFS
117
A&I Financial Services
Colorado
$1.08M
AWM
118
Axxcess Wealth Management
California
$1.07M
SW
119
SVB Wealth
Massachusetts
$1.06M
MWM
120
Mascoma Wealth Management
New Hampshire
$1.04M
DF
121
Dunhill Financial
United Kingdom
$1.01M
ODIJL
122
One Day In July LLC
Vermont
$1.01M
MML Investors Services
123
MML Investors Services
Massachusetts
$1.01M
Morgan Stanley
124
Morgan Stanley
New York
$986K
PA
125
Planning Alternatives
Michigan
$967K