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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.14M +$11.6K +267 +1%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$1.11M +$333K +7,668 +46%
BEC
128
Blue Edge Capital
Virginia
$1.1M -$261 -6 -0%
PHIC
129
Pine Haven Investment Counsel
Massachusetts
$1.08M +$8.69K +200 +0.8%
DWT
130
Dorsey & Whitney Trust
South Dakota
$1.08M +$174K +4,000 +20%
KAS
131
Kestra Advisory Services
Texas
$1.08M -$26.1K -600 -2%
HR
132
Hardy Reed
Mississippi
$1.08M +$7.08K +163 +0.7%
ODIJL
133
One Day In July LLC
Vermont
$1.04M -$133K -3,052 -12%
FSA
134
Financial Services Advisory
Maryland
$1.04M +$1M +23,035 New
CFGA
135
Cambridge Financial Group (Arizona)
Arizona
$1.04M +$11.9K +275 +1%
BCM
136
Brookstone Capital Management
Illinois
$1.03M +$80K +1,841 +9%
TC
137
Trilogy Capital
California
$1.02M -$4.39K -101 -0.4%
CWM
138
Cranbrook Wealth Management
Michigan
$1.02M +$37.6K +866 +4%
NA
139
NewEdge Advisors
Louisiana
$1.02M -$33.8K -778 -3%
OWM
140
Opes Wealth Management
California
$995K -$38K -875 -4%
CFP
141
Cascade Financial Partners
California
$990K
PA
142
Parallel Advisors
California
$981K +$17.4K +400 +2%
CA
143
CGN Advisors
Kansas
$953K -$460K -10,589 -33%
CWMK
144
Caliber Wealth Management (Kansas)
Kansas
$950K +$31K +714 +4%
CSP
145
Cary Street Partners
Virginia
$950K
AA
146
Aufman Associates
Pennsylvania
$948K +$50.1K +1,153 +6%
SS
147
Sound Stewardship
Kansas
$929K +$22.2K +511 +3%
BFA
148
Bragg Financial Advisors
North Carolina
$929K -$2.35K -54 -0.3%
SFG
149
SNS Financial Group
Minnesota
$877K +$2.35K +54 +0.3%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$860K -$42.8K -986 -5%