ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Seeds Investor
New York
$2M
AL
102
Aspiriant LLC
California
$1.9M
CPIG
103
Chicago Partners Investment Group
Illinois
$1.88M
SFA
104
Sequoia Financial Advisors
Ohio
$1.88M
AA
105
Addison Advisors
Vermont
$1.8M
OCM
106
One Capital Management
California
$1.8M
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$1.78M
GC
108
Garde Capital
Washington
$1.72M
RSWM
109
Robertson Stephens Wealth Management
California
$1.71M
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M
SPIA
111
Steward Partners Investment Advisory
New York
$1.64M
IWA
112
Invera Wealth Advisors
Oregon
$1.62M
TIAA Trust, National Association
113
TIAA Trust, National Association
North Carolina
$1.6M
MGIA
114
Moneta Group Investment Advisors
Missouri
$1.56M
SCM
115
Stordahl Capital Management
Colorado
$1.45M
MA
116
Marquette Associates
Illinois
$1.45M
FWCM
117
Ferguson Wellman Capital Management
Oregon
$1.44M
AIFS
118
A&I Financial Services
Colorado
$1.42M
CCM
119
Coldstream Capital Management
Washington
$1.41M
WA
120
Waverly Advisors
Alabama
$1.41M
SWG
121
Summit Wealth Group
Vermont
$1.39M
AGWCA
122
Annis Gardner Whiting Capital Advisors
Florida
$1.39M
KAS
123
Kestra Advisory Services
Texas
$1.38M
EPW
124
Evolve Private Wealth
California
$1.36M
VAF
125
Values Added Financial
District of Columbia
$1.35M