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iShares ESG Aware MSCI USA Small-Cap ETF

384 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
Ameriprise
Ameriprise
Minnesota
-$4.51M
5
Northern Trust
Northern Trust
Illinois
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
101
Topel & Distasi Wealth Management
California
$1.38M
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.37M
WA
103
Waverly Advisors
Alabama
$1.36M
SWG
104
Summit Wealth Group
Vermont
$1.31M
CA
105
CGN Advisors
Kansas
$1.31M
AWM
106
Axxcess Wealth Management
California
$1.3M
WT
107
Whittier Trust
California
$1.29M
MGIA
108
Moneta Group Investment Advisors
Missouri
$1.26M
AIFS
109
A&I Financial Services
Colorado
$1.24M
MWG
110
Martin Worley Group
Utah
$1.24M
GC
111
Grimes & Company
Massachusetts
$1.24M
GC
112
Garde Capital
Washington
$1.24M
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$1.21M
BIA
114
Bell Investment Advisors
California
$1.21M
SCM
115
Stordahl Capital Management
Colorado
$1.19M
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.18M
MML Investors Services
117
MML Investors Services
Massachusetts
$1.13M
BWP
118
BSW Wealth Partners
Colorado
$1.13M
ODIJL
119
One Day In July LLC
Vermont
$1.08M
ACA
120
Aptus Capital Advisors
Alabama
$1.08M
WAT
121
Wealth Advisory Team
Kentucky
$1.07M
TW
122
Towerpoint Wealth
California
$1.06M
CWM
123
Congress Wealth Management
Massachusetts
$1.06M
Morgan Stanley
124
Morgan Stanley
New York
$1.06M
Corient Private Wealth
125
Corient Private Wealth
Florida
$1.03M