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iShares ESG Aware MSCI USA Small-Cap ETF

385 hedge funds and large institutions have $1.37B 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, 157 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
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
PA
126
Planning Alternatives
Michigan
$1.03M
AssetMark Inc
127
AssetMark Inc
California
$1.02M
KAS
128
Kestra Advisory Services
Texas
$1.01M
BEC
129
Blue Edge Capital
Virginia
$1.01M
MWM
130
Mascoma Wealth Management
New Hampshire
$998K
VAF
131
Values Added Financial
District of Columbia
$985K
PHIC
132
Pine Haven Investment Counsel
Massachusetts
$985K
HR
133
Hardy Reed
Mississippi
$980K
NA
134
NewEdge Advisors
Louisiana
$966K
OWM
135
Opes Wealth Management
California
$948K
TC
136
Trilogy Capital
California
$943K
CFGA
137
Cambridge Financial Group (Arizona)
Arizona
$938K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$911K
CFP
139
Cascade Financial Partners
California
$908K
CWM
140
Cranbrook Wealth Management
Michigan
$901K
DF
141
Dunhill Financial
United Kingdom
$896K
PA
142
Parallel Advisors
California
$883K
CSP
143
Cary Street Partners
Virginia
$871K
BCM
144
Brookstone Capital Management
Illinois
$870K
BFA
145
Bragg Financial Advisors
North Carolina
$854K
CWMK
146
Caliber Wealth Management (Kansas)
Kansas
$841K
SS
147
Sound Stewardship
Kansas
$831K
Baird Financial Group
148
Baird Financial Group
Wisconsin
$830K
DWT
149
Dorsey & Whitney Trust
South Dakota
$826K
DAS
150
Diversify Advisory Services
Utah
$826K