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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Seeds Investor
New York
$1.62M +$830K +19,116 +114%
AWM
102
Axxcess Wealth Management
California
$1.55M +$119K +2,740 +9%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$226K +5,197 +18%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M +$13.6K +313 +0.9%
TDWM
105
Topel & Distasi Wealth Management
California
$1.49M -$10.5K -242 -0.7%
VAF
106
Values Added Financial
District of Columbia
$1.49M +$399K +9,184 +39%
WA
107
Waverly Advisors
Alabama
$1.44M -$44.8K -1,031 -3%
WT
108
Whittier Trust
California
$1.43M
SWG
109
Summit Wealth Group
Vermont
$1.4M -$29.6K -682 -2%
FCH
110
Freestone Capital Holdings
Washington
$1.4M +$1.34M +30,950 New
AIFS
111
A&I Financial Services
Colorado
$1.39M +$29.8K +685 +2%
MGIA
112
Moneta Group Investment Advisors
Missouri
$1.38M +$2.43K +56 +0.2%
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$1.32M
SCM
114
Stordahl Capital Management
Colorado
$1.31M +$9.69K +223 +0.8%
GC
115
Garde Capital
Washington
$1.31M -$43.7K -1,005 -3%
BIA
116
Bell Investment Advisors
California
$1.29M -$28.2K -649 -2%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.29M +$282K +6,494 +29%
BWP
118
BSW Wealth Partners
Colorado
$1.27M +$37.7K +869 +3%
Morgan Stanley
119
Morgan Stanley
New York
$1.24M +$78.1K +1,798 +7%
TW
120
Towerpoint Wealth
California
$1.21M +$42.7K +983 +4%
PA
121
Planning Alternatives
Michigan
$1.19M +$63.5K +1,461 +6%
MML Investors Services
122
MML Investors Services
Massachusetts
$1.17M -$58.9K -1,355 -5%
AssetMark Inc
123
AssetMark Inc
California
$1.17M +$58.4K +1,344 +5%
MWM
124
Mascoma Wealth Management
New Hampshire
$1.16M +$64.9K +1,494 +6%
ACA
125
Aptus Capital Advisors
Alabama
$1.15M -$23.8K -549 -2%