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iShares ESG Aware MSCI USA Small-Cap ETF

383 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, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
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
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
Hilltop Wealth Advisors
North Carolina
$947K -$18.7K -449 -2%
HR
127
Hardy Reed
Mississippi
$925K
AGWCA
128
Annis Gardner Whiting Capital Advisors
Florida
$924K +$105K +2,533 +12%
TW
129
Towerpoint Wealth
California
$923K +$153K +3,689 +18%
PHIC
130
Pine Haven Investment Counsel
Massachusetts
$920K -$15.2K -365 -2%
CFGA
131
Cambridge Financial Group (Arizona)
Arizona
$902K -$53.3K -1,282 -5%
CWM
132
Congress Wealth Management
Massachusetts
$902K +$65.6K +1,579 +7%
RSWM
133
Robertson Stephens Wealth Management
California
$886K +$86.9K +2,091 +10%
KAS
134
Kestra Advisory Services
Texas
$874K -$68.5K -1,649 -7%
TC
135
Trilogy Capital
California
$863K -$1.07M -25,826 -53%
PA
136
Parallel Advisors
California
$854K -$141K -3,398 -13%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$854K +$21.1K +507 +2%
BCM
138
Brookstone Capital Management
Illinois
$852K -$58.9K -1,417 -6%
P
139
&Partners
Tennessee
$849K +$56.7K +1,364 +7%
CFP
140
Cascade Financial Partners
California
$844K
CWM
141
Cranbrook Wealth Management
Michigan
$832K -$25.3K -609 -3%
DWT
142
Dorsey & Whitney Trust
South Dakota
$827K +$104K +2,500 +13%
SCM
143
Stordahl Capital Management
Colorado
$812K +$291K +6,996 +49%
WAM
144
WNY Asset Management
New York
$812K -$216K -5,197 -20%
CSP
145
Cary Street Partners
Virginia
$807K +$367K +8,825 +72%
NA
146
NewEdge Advisors
Louisiana
$804K -$431K -10,380 -33%
OWM
147
Opes Wealth Management
California
$787K +$302K +7,258 +55%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$782K +$5.4K +130 +0.6%
BFA
149
Bragg Financial Advisors
North Carolina
$777K +$56.2K +1,351 +7%
AA
150
Aufman Associates
Pennsylvania
$775K +$2.2K +53 +0.3%