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iShares ESG Aware MSCI USA Small-Cap ETF

390 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, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
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 +$11.9M
2 +$5.03M
3 +$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.41M
5
Jane Street
Jane Street
New York
+$2.22M

Top Sellers

1 -$22.4M
2 -$16.9M
3 -$6.85M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.89M
5
Goldman Sachs
Goldman Sachs
New York
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Seeds Investor
New York
$1.62M
AWM
102
Axxcess Wealth Management
California
$1.55M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.53M
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M
TDWM
105
Topel & Distasi Wealth Management
California
$1.49M
VAF
106
Values Added Financial
District of Columbia
$1.49M
WA
107
Waverly Advisors
Alabama
$1.44M
WT
108
Whittier Trust
California
$1.43M
SWG
109
Summit Wealth Group
Vermont
$1.4M
FCH
110
Freestone Capital Holdings
Washington
$1.4M
AIFS
111
A&I Financial Services
Colorado
$1.39M
MGIA
112
Moneta Group Investment Advisors
Missouri
$1.38M
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$1.32M
SCM
114
Stordahl Capital Management
Colorado
$1.31M
GC
115
Garde Capital
Washington
$1.31M
BIA
116
Bell Investment Advisors
California
$1.29M
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.29M
BWP
118
BSW Wealth Partners
Colorado
$1.27M
Morgan Stanley
119
Morgan Stanley
New York
$1.24M
TW
120
Towerpoint Wealth
California
$1.21M
PA
121
Planning Alternatives
Michigan
$1.19M
MML Investors Services
122
MML Investors Services
Massachusetts
$1.17M
AssetMark Inc
123
AssetMark Inc
California
$1.17M
MWM
124
Mascoma Wealth Management
New Hampshire
$1.16M
ACA
125
Aptus Capital Advisors
Alabama
$1.15M