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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$1.32M
TW
127
Towerpoint Wealth
California
$1.32M
TDWM
128
Topel & Distasi Wealth Management
California
$1.3M
PI
129
PFG Investments
New York
$1.28M
PA
130
Planning Alternatives
Michigan
$1.26M
BWP
131
BSW Wealth Partners
Colorado
$1.26M
AssetMark Inc
132
AssetMark Inc
California
$1.26M
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$1.24M
PHIC
134
Pine Haven Investment Counsel
Massachusetts
$1.24M
HR
135
Hardy Reed
Mississippi
$1.22M
BIA
136
Bell Investment Advisors
California
$1.21M
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.21M
ACA
138
Aptus Capital Advisors
Alabama
$1.2M
MWM
139
Mascoma Wealth Management
New Hampshire
$1.15M
TC
140
Trilogy Capital
California
$1.11M
DWT
141
Dorsey & Whitney Trust
South Dakota
$1.1M
MML Investors Services
142
MML Investors Services
Massachusetts
$1.1M
CFGA
143
Cambridge Financial Group (Arizona)
Arizona
$1.07M
CWM
144
Cranbrook Wealth Management
Michigan
$1.06M
TRCT
145
Tower Research Capital (TRC)
New York
$1.04M
AA
146
Aufman Associates
Pennsylvania
$1.04M
OWM
147
Opes Wealth Management
California
$1.03M
CFP
148
Cascade Financial Partners
California
$1.03M
FSA
149
Financial Services Advisory
Maryland
$1.03M
BFA
150
Bragg Financial Advisors
North Carolina
$1.01M