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iShares ESG Aware MSCI USA Small-Cap ETF

413 hedge funds and large institutions have $1.56B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
EPW
126
Evolve Private Wealth
California
$1.36M
VAF
127
Values Added Financial
District of Columbia
$1.36M
SCM
128
Stordahl Capital Management
Colorado
$1.34M
PA
129
Planning Alternatives
Michigan
$1.34M
BIA
130
Bell Investment Advisors
California
$1.33M
TW
131
Towerpoint Wealth
California
$1.27M
MWM
132
Mascoma Wealth Management
New Hampshire
$1.23M
MA
133
Marquette Associates
Illinois
$1.22M
AssetMark Inc
134
AssetMark Inc
California
$1.2M
DWT
135
Dorsey & Whitney Trust
South Dakota
$1.17M
KAS
136
Kestra Advisory Services
Texas
$1.17M
BCM
137
Brookstone Capital Management
Illinois
$1.16M
ACA
138
Aptus Capital Advisors
Alabama
$1.16M
WAT
139
Wealth Advisory Team
Kentucky
$1.15M
CFGA
140
Cambridge Financial Group (Arizona)
Arizona
$1.14M
PHIC
141
Pine Haven Investment Counsel
Massachusetts
$1.14M
AT
142
American Trust
Kentucky
$1.13M
HR
143
Hardy Reed
Mississippi
$1.1M
CCM
144
Coldstream Capital Management
Washington
$1.09M
BEC
145
Blue Edge Capital
Virginia
$1.05M
CWM
146
Cranbrook Wealth Management
Michigan
$1.04M
AA
147
Aufman Associates
Pennsylvania
$1.02M
CFP
148
Cascade Financial Partners
California
$1.01M
OWM
149
Opes Wealth Management
California
$1.01M
TC
150
Trilogy Capital
California
$1.01M