We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
126
Annis Gardner Whiting Capital Advisors
Florida
$1.36M +$14.8K +325 +1%
EPW
127
Evolve Private Wealth
California
$1.36M +$1.35M +29,572 New
VAF
128
Values Added Financial
District of Columbia
$1.36M -$158K -3,475 -11%
SCM
129
Stordahl Capital Management
Colorado
$1.34M -$228 -5 -0%
PA
130
Planning Alternatives
Michigan
$1.34M +$125K +2,745 +10%
BIA
131
Bell Investment Advisors
California
$1.33M +$13.6K +298 +1%
TW
132
Towerpoint Wealth
California
$1.27M +$41.2K +903 +3%
MWM
133
Mascoma Wealth Management
New Hampshire
$1.23M +$46.7K +1,025 +4%
MA
134
Marquette Associates
Illinois
$1.22M +$1.21M +26,607 New
AssetMark Inc
135
AssetMark Inc
California
$1.2M +$3.51K +77 +0.3%
DWT
136
Dorsey & Whitney Trust
South Dakota
$1.17M +$68.4K +1,500 +6%
KAS
137
Kestra Advisory Services
Texas
$1.17M +$70.2K +1,541 +6%
BCM
138
Brookstone Capital Management
Illinois
$1.16M +$109K +2,395 +10%
ACA
139
Aptus Capital Advisors
Alabama
$1.16M -$15.8K -347 -1%
WAT
140
Wealth Advisory Team
Kentucky
$1.15M +$1.14M +25,090 New
CFGA
141
Cambridge Financial Group (Arizona)
Arizona
$1.14M +$181K +3,964 +17%
PHIC
142
Pine Haven Investment Counsel
Massachusetts
$1.14M +$30.8K +675 +3%
AT
143
American Trust
Kentucky
$1.13M +$38.1K +836 +6%
HR
144
Hardy Reed
Mississippi
$1.1M
CCM
145
Coldstream Capital Management
Washington
$1.09M +$605K +13,265 +128%
BEC
146
Blue Edge Capital
Virginia
$1.05M -$69.1K -1,516 -6%
CWM
147
Cranbrook Wealth Management
Michigan
$1.04M +$1.73K +38 +0.2%
AA
148
Aufman Associates
Pennsylvania
$1.02M +$56.3K +1,236 +6%
CFP
149
Cascade Financial Partners
California
$1.01M
OWM
150
Opes Wealth Management
California
$1.01M -$5.93K -130 -0.6%