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iShares ESG Aware MSCI USA Small-Cap ETF

387 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
HPC
HM Payson & Co
Maine
-$6.27M
5
Ameriprise
Ameriprise
Minnesota
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.03M
PA
127
Planning Alternatives
Michigan
$1.03M
AssetMark Inc
128
AssetMark Inc
California
$1.02M
KAS
129
Kestra Advisory Services
Texas
$1.01M
BEC
130
Blue Edge Capital
Virginia
$1.01M
MWM
131
Mascoma Wealth Management
New Hampshire
$998K
VAF
132
Values Added Financial
District of Columbia
$985K
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$985K
HR
134
Hardy Reed
Mississippi
$980K
NA
135
NewEdge Advisors
Louisiana
$966K
OWM
136
Opes Wealth Management
California
$948K
TC
137
Trilogy Capital
California
$943K
CFGA
138
Cambridge Financial Group (Arizona)
Arizona
$938K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$911K
CFP
140
Cascade Financial Partners
California
$908K
CWM
141
Cranbrook Wealth Management
Michigan
$901K
DF
142
Dunhill Financial
United Kingdom
$896K
PA
143
Parallel Advisors
California
$883K
CSP
144
Cary Street Partners
Virginia
$871K
BCM
145
Brookstone Capital Management
Illinois
$870K
BFA
146
Bragg Financial Advisors
North Carolina
$854K
CWMK
147
Caliber Wealth Management (Kansas)
Kansas
$841K
SS
148
Sound Stewardship
Kansas
$831K
Baird Financial Group
149
Baird Financial Group
Wisconsin
$830K
DWT
150
Dorsey & Whitney Trust
South Dakota
$826K