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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$1.57M +$10.7K +276 +0.8%
TDWM
102
Topel & Distasi Wealth Management
California
$1.38M +$74.5K +1,925 +6%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M -$68.9K -1,781 -5%
WA
104
Waverly Advisors
Alabama
$1.36M -$26.4K -683 -2%
SWG
105
Summit Wealth Group
Vermont
$1.31M -$17.4K -449 -1%
CA
106
CGN Advisors
Kansas
$1.31M -$439K -11,352 -26%
AWM
107
Axxcess Wealth Management
California
$1.3M +$143K +3,700 +13%
WT
108
Whittier Trust
California
$1.29M
MGIA
109
Moneta Group Investment Advisors
Missouri
$1.26M -$9.06K -234 -0.8%
AIFS
110
A&I Financial Services
Colorado
$1.24M +$71.5K +1,848 +7%
MWG
111
Martin Worley Group
Utah
$1.24M -$244K -6,316 -17%
GC
112
Grimes & Company
Massachusetts
$1.24M +$3.17K +82 +0.3%
GC
113
Garde Capital
Washington
$1.24M +$1.97K +51 +0.2%
AGWCA
114
Annis Gardner Whiting Capital Advisors
Florida
$1.21M +$203K +5,243 +22%
BIA
115
Bell Investment Advisors
California
$1.21M -$41.1K -1,061 -4%
SCM
116
Stordahl Capital Management
Colorado
$1.19M +$300K +7,748 +37%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$339K +8,770 +44%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.13M +$41.2K +1,064 +4%
BWP
119
BSW Wealth Partners
Colorado
$1.13M +$331K +8,555 +46%
ODIJL
120
One Day In July LLC
Vermont
$1.08M -$2.87K -74 -0.3%
ACA
121
Aptus Capital Advisors
Alabama
$1.08M +$704K +18,199 +232%
WAT
122
Wealth Advisory Team
Kentucky
$1.07M +$1.01M +25,986 New
TW
123
Towerpoint Wealth
California
$1.06M +$66.4K +1,715 +7%
CWM
124
Congress Wealth Management
Massachusetts
$1.06M +$86.7K +2,240 +10%
Morgan Stanley
125
Morgan Stanley
New York
$1.06M +$1.55K +40 +0.2%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.