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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
151
Financial Services Advisory
Maryland
$1.03M -$1.12M -23,094 -51%
BFA
152
Bragg Financial Advisors
North Carolina
$1.01M +$22.5K +463 +2%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1M +$1.03M +21,318 New
CSP
154
Cary Street Partners
Virginia
$994K +$3.88K +80 +0.4%
CWMK
155
Caliber Wealth Management (Kansas)
Kansas
$993K +$2.96K +61 +0.3%
FCH
156
Freestone Capital Holdings
Washington
$953K -$579K -11,938 -37%
AFG
157
Atomi Financial Group
New York
$951K -$18.5K -381 -2%
SFG
158
SNS Financial Group
Minnesota
$943K +$35.6K +734 +4%
SS
159
Sound Stewardship
Kansas
$930K -$21.7K -448 -2%
CA
160
CGN Advisors
Kansas
$927K -$45.9K -946 -5%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$921K +$28.4K +586 +3%
BRIA
162
Balanced Rock Investment Advisors
Massachusetts
$911K -$78.2K -1,612 -8%
Citadel Advisors
163
Citadel Advisors
Florida
$908K +$937K +19,314 New
BSWM
164
Boston Standard Wealth Management
Massachusetts
$904K +$2.42K +50 +0.3%
PA
165
Parallel Advisors
California
$895K -$116K -2,399 -11%
P
166
&Partners
Tennessee
$881K +$7.32K +151 +0.8%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$877K +$895K +18,450 +9,660%
ODIJL
168
One Day In July LLC
Vermont
$871K +$17K +350 +2%
DWM
169
Diversify Wealth Management
Utah
$852K +$819K +16,891 New
SFP
170
Sandbox Financial Partners
Maryland
$849K +$193K +3,986 +28%
CB
171
Commerce Bank
Missouri
$833K -$46.6K -961 -5%
NW
172
NewEdge Wealth
Pennsylvania
$831K +$107K +2,207 +14%
AIM
173
Acropolis Investment Management
Missouri
$831K -$11.4K -235 -1%
FWM
174
Fingerlakes Wealth Management
New York
$829K +$10.5K +217 +1%
MAC
175
Mason & Associates (California)
California
$829K +$22.3K +460 +3%