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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
101
Financial Services Advisory
Maryland
$2.07M +$997K +21,881 +95%
ADL
102
Asset Dedication LLC
California
$2.03M +$86.7K +1,902 +5%
MFPI
103
Midwest Financial Partners Investments
Minnesota
$2.01M +$1.99M +43,675 New
PP
104
Pearl Planning
Michigan
$1.93M +$1.91M +41,950 New
SFA
105
Sequoia Financial Advisors
Ohio
$1.93M -$47.9K -1,050 -2%
AL
106
Aspiriant LLC
California
$1.85M +$1.84M +40,343 New
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$1.82M -$94.1K -2,064 -5%
CPIG
108
Chicago Partners Investment Group
Illinois
$1.81M +$3.42K +75 +0.2%
AA
109
Addison Advisors
Vermont
$1.77M -$35.6K -780 -2%
GC
110
Garde Capital
Washington
$1.66M +$321K +7,041 +24%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.61M +$68.8K +1,510 +5%
SPIA
112
Steward Partners Investment Advisory
New York
$1.6M +$1.05M +23,084 +197%
SI
113
Seeds Investor
New York
$1.59M -$58.4K -1,282 -4%
AWM
114
Axxcess Wealth Management
California
$1.58M +$3.19K +70 +0.2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$1.52M +$202K +4,435 +16%
WT
116
Whittier Trust
California
$1.5M
TDWM
117
Topel & Distasi Wealth Management
California
$1.48M -$37.6K -824 -2%
FCH
118
Freestone Capital Holdings
Washington
$1.48M +$57.3K +1,258 +4%
AIFS
119
A&I Financial Services
Colorado
$1.45M +$35.1K +769 +3%
MGIA
120
Moneta Group Investment Advisors
Missouri
$1.43M +$21.3K +468 +2%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.42M +$228K +5,007 +19%
SWG
122
Summit Wealth Group
Vermont
$1.4M -$26.5K -581 -2%
OCM
123
One Capital Management
California
$1.39M +$740K +16,242 +115%
WA
124
Waverly Advisors
Alabama
$1.39M -$71.5K -1,568 -5%
BWP
125
BSW Wealth Partners
Colorado
$1.38M +$88.9K +1,950 +7%