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iShares ESG Aware MSCI USA Small-Cap ETF

390 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 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.03M -$2.08M -53,761 -68%
PA
127
Planning Alternatives
Michigan
$1.03M -$11K -283 -1%
AssetMark Inc
128
AssetMark Inc
California
$1.02M +$669K +17,291 +238%
KAS
129
Kestra Advisory Services
Texas
$1.01M +$66.2K +1,711 +8%
BEC
130
Blue Edge Capital
Virginia
$1.01M -$588K -15,199 -38%
MWM
131
Mascoma Wealth Management
New Hampshire
$998K -$111K -2,869 -11%
VAF
132
Values Added Financial
District of Columbia
$985K +$498K +12,875 +118%
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$985K -$4.92K -127 -0.5%
HR
134
Hardy Reed
Mississippi
$980K -$14.3K -369 -2%
NA
135
NewEdge Advisors
Louisiana
$966K +$94.3K +2,436 +12%
OWM
136
Opes Wealth Management
California
$948K +$94.9K +2,452 +12%
TC
137
Trilogy Capital
California
$943K +$13.4K +347 +2%
CFGA
138
Cambridge Financial Group (Arizona)
Arizona
$938K -$30.3K -784 -3%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$911K -$7.28K -188 -0.8%
CFP
140
Cascade Financial Partners
California
$908K
CWM
141
Cranbrook Wealth Management
Michigan
$901K +$5.5K +142 +0.7%
DF
142
Dunhill Financial
United Kingdom
$896K -$180K -4,645 -18%
PA
143
Parallel Advisors
California
$883K -$34.1K -882 -4%
CSP
144
Cary Street Partners
Virginia
$871K +$1.74K +45 +0.2%
BCM
145
Brookstone Capital Management
Illinois
$870K -$44.3K -1,144 -5%
BFA
146
Bragg Financial Advisors
North Carolina
$854K +$16.2K +419 +2%
CWMK
147
Caliber Wealth Management (Kansas)
Kansas
$841K +$788K +20,351 New
SS
148
Sound Stewardship
Kansas
$831K +$778K +20,095 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$830K -$11.4K -295 -1%
DWT
150
Dorsey & Whitney Trust
South Dakota
$826K -$59.6K -1,539 -7%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.