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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
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 -$39K -804 -3%
BCM
127
Brookstone Capital Management
Illinois
$1.32M +$136K +2,795 +11%
TW
128
Towerpoint Wealth
California
$1.32M +$17.8K +367 +1%
TDWM
129
Topel & Distasi Wealth Management
California
$1.3M -$229K -4,729 -15%
PI
130
PFG Investments
New York
$1.28M +$1.32M +27,248 New
PA
131
Planning Alternatives
Michigan
$1.26M -$111K -2,283 -8%
BWP
132
BSW Wealth Partners
Colorado
$1.26M -$162K -3,331 -11%
AssetMark Inc
133
AssetMark Inc
California
$1.26M +$36.5K +753 +3%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1.24M +$238K +4,899 +23%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.24M +$77.1K +1,590 +6%
HR
136
Hardy Reed
Mississippi
$1.22M +$96.6K +1,992 +8%
BIA
137
Bell Investment Advisors
California
$1.21M -$148K -3,047 -11%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.21M -$353K -7,285 -22%
ACA
139
Aptus Capital Advisors
Alabama
$1.2M +$16.5K +340 +1%
MWM
140
Mascoma Wealth Management
New Hampshire
$1.15M -$107K -2,213 -8%
TC
141
Trilogy Capital
California
$1.11M +$85.2K +1,756 +8%
DWT
142
Dorsey & Whitney Trust
South Dakota
$1.1M -$97K -2,000 -8%
MML Investors Services
143
MML Investors Services
Massachusetts
$1.1M -$366K -7,541 -24%
BEC
144
Blue Edge Capital
Virginia
$1.09M +$12.1K +249 +1%
CFGA
145
Cambridge Financial Group (Arizona)
Arizona
$1.07M -$200K -4,133 -15%
CWM
146
Cranbrook Wealth Management
Michigan
$1.06M -$3.93K -81 -0.4%
TRCT
147
Tower Research Capital (TRC)
New York
$1.04M +$1.07M +22,064 New
AA
148
Aufman Associates
Pennsylvania
$1.04M -$9.56K -197 -0.9%
OWM
149
Opes Wealth Management
California
$1.03M +$2.91K +60 +0.3%
CFP
150
Cascade Financial Partners
California
$1.03M