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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
126
Hilltop Wealth Advisors
North Carolina
$947K 24,657 -449 -2%
HR
127
Hardy Reed
Mississippi
$925K 24,080 – –
AGWCA
128
Annis Gardner Whiting Capital Advisors
Florida
$924K 24,051 +2,533 +12%
TW
129
Towerpoint Wealth
California
$923K 24,036 +3,689 +18%
PHIC
130
Pine Haven Investment Counsel
Massachusetts
$920K 23,950 -365 -2%
CWM
131
Congress Wealth Management
Massachusetts
$902K 23,473 +1,579 +7%
RSWM
132
Robertson Stephens Wealth Management
California
$886K 23,064 +2,091 +10%
KAS
133
Kestra Advisory Services
Texas
$874K 22,765 -1,649 -7%
TC
134
Trilogy Capital
California
$863K 22,463 -25,826 -53%
PA
135
Parallel Advisors
California
$854K 22,245 -3,398 -13%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$854K 22,234 +507 +2%
BCM
137
Brookstone Capital Management
Illinois
$852K 22,184 -1,417 -6%
P
138
&Partners
Tennessee
$849K 22,067 +1,364 +7%
CFP
139
Cascade Financial Partners
California
$844K 21,962 – –
CWM
140
Cranbrook Wealth Management
Michigan
$832K 21,666 -609 -3%
DWT
141
Dorsey & Whitney Trust
South Dakota
$827K 21,535 +2,500 +13%
SCM
142
Stordahl Capital Management
Colorado
$812K 21,150 +6,996 +49%
WAM
143
WNY Asset Management
New York
$812K 21,137 -5,197 -20%
CSP
144
Cary Street Partners
Virginia
$807K 21,018 +8,825 +72%
NA
145
NewEdge Advisors
Louisiana
$804K 20,936 -10,380 -33%
OWM
146
Opes Wealth Management
California
$787K 20,489 +7,258 +55%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$782K 20,369 +130 +0.6%
BFA
148
Bragg Financial Advisors
North Carolina
$777K 20,239 +1,351 +7%
AA
149
Aufman Associates
Pennsylvania
$775K 20,183 +53 +0.3%
LRWA
150
Long Run Wealth Advisors
New York
$767K 19,967 +660 +3%
4 5
6
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