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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

379 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 34 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
157
Reduced
122
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.47M
2
Betterment LLC
2
Betterment LLC
New York
$72.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$97.4M
4
AA
4
Acorns Advisers
California
$25.8M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.7M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$90.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Northern Trust
5
Northern Trust
Illinois
$84.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LRWA
151
Long Run Wealth Advisors
New York
$801K 19,375 -592 -3%
CB
152
Commerce Bank
Missouri
$799K 19,341 -610 -3%
SWP
153
Stratos Wealth Partners
Ohio
$799K 19,326 -10,411 -35%
P
154
&Partners
Tennessee
$780K 18,870 -3,197 -14%
BHIA
155
Birch Hill Investment Advisors
Massachusetts
$767K 18,547 +6,626 +56%
BRIA
156
Balanced Rock Investment Advisors
Massachusetts
$735K 17,774 -31,362 -64%
WAM
157
WNY Asset Management
New York
$729K 17,644 -3,493 -17%
FWM
158
Fingerlakes Wealth Management
New York
$721K 17,443 +87 +0.5%
BPA
159
Beacon Pointe Advisors
California
$709K 17,165 +1,144 +7%
NCM
160
Northland Capital Management
Minnesota
$709K 17,154 +3,157 +23%
RSWM
161
Robertson Stephens Wealth Management
California
$705K 17,053 -6,011 -26%
PGA
162
Portland Global Advisors
Maine
$705K 17,050 +155 +0.9%
FPAS
163
Focus Partners Advisor Solutions
Missouri
$693K 16,774 +1,180 +8%
OWA
164
Opal Wealth Advisors
New York
$692K 16,739 +1,437 +9%
SI
165
Seeds Investor
New York
$691K 16,716 +4,897 +41%
Empower Advisory Group
166
Empower Advisory Group
Colorado
$686K 16,593 -664 -4%
BFP
167
Brewster Financial Planning
New York
$685K 16,575 +379 +2%
BSWM
168
Boston Standard Wealth Management
Massachusetts
$677K 16,390 +3,239 +25%
BDFN
169
Bond & Devick Financial Network
Minnesota
$675K 16,337 +94 +0.6%
AIM
170
Acropolis Investment Management
Missouri
$667K 16,145 +763 +5%
FCG
171
Financial Connections Group
California
$638K 15,456 -21,156 -58%
PAG
172
Private Advisor Group
New Jersey
$638K 15,434 +4,546 +42%
SWA
173
Sax Wealth Advisors
New Jersey
$632K 15,287 -2,144 -12%
OCM
174
One Capital Management
California
$624K 15,096 -3,876 -20%
WDL
175
Well Done LLC
Michigan
$593K 14,360 -640 -4%
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