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iShares ESG Aware MSCI USA Small-Cap ETF

445 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, 153 increasing their positions, 156 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:

0.61% less ownership

Funds ownership: 76.39%75.78% (-0.61%)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
445
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
VAF
126
Values Added Financial
District of Columbia
$1.35M
BCM
127
Brookstone Capital Management
Illinois
$1.32M
TW
128
Towerpoint Wealth
California
$1.32M
TDWM
129
Topel & Distasi Wealth Management
California
$1.3M
PI
130
PFG Investments
New York
$1.28M
PA
131
Planning Alternatives
Michigan
$1.26M
BWP
132
BSW Wealth Partners
Colorado
$1.26M
AssetMark Inc
133
AssetMark Inc
California
$1.26M
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1.24M
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.24M
HR
136
Hardy Reed
Mississippi
$1.22M
BIA
137
Bell Investment Advisors
California
$1.21M
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.21M
ACA
139
Aptus Capital Advisors
Alabama
$1.2M
MWM
140
Mascoma Wealth Management
New Hampshire
$1.15M
TC
141
Trilogy Capital
California
$1.11M
DWT
142
Dorsey & Whitney Trust
South Dakota
$1.1M
MML Investors Services
143
MML Investors Services
Massachusetts
$1.1M
CFGA
144
Cambridge Financial Group (Arizona)
Arizona
$1.07M
CWM
145
Cranbrook Wealth Management
Michigan
$1.06M
TRCT
146
Tower Research Capital (TRC)
New York
$1.04M
AA
147
Aufman Associates
Pennsylvania
$1.04M
OWM
148
Opes Wealth Management
California
$1.03M
CFP
149
Cascade Financial Partners
California
$1.03M
FSA
150
Financial Services Advisory
Maryland
$1.03M