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

380 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
380
Holders Change
-21
Holders Change %
-5.24%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
167
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M
2
Ameriprise
2
Ameriprise
Minnesota
$24.7M
3
Northern Trust
3
Northern Trust
Illinois
$82.6M
4
RFC
4
Regions Financial Corp
Alabama
$4.62M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$93.9M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$4.35M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
I
5
IMPACTfolio
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CB
151
Commerce Bank
Missouri
$766K 19,951 – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$763K 19,875 -609 -3%
OCM
153
One Capital Management
California
$729K 18,972 -146 -0.8%
BWP
154
BSW Wealth Partners
Colorado
$719K 18,717 +2,544 +16%
SWA
155
Sax Wealth Advisors
New Jersey
$670K 17,431 -82 -0.5%
FWM
156
Fingerlakes Wealth Management
New York
$667K 17,356 -280 -2%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$663K 17,257 +149 +0.9%
PGA
158
Portland Global Advisors
Maine
$649K 16,895 -3,795 -18%
SFG
159
SNS Financial Group
Minnesota
$637K 16,580 -1,040 -6%
WDL
160
Well Done LLC
Michigan
$631K 15,000 – –
BDFN
161
Bond & Devick Financial Network
Minnesota
$624K 16,243 +743 +5%
BFP
162
Brewster Financial Planning
New York
$622K 16,196 – –
VFA
163
Valeo Financial Advisors
Indiana
$621K 16,164 +1,034 +7%
BPA
164
Beacon Pointe Advisors
California
$615K 16,021 -438 -3%
DAS
165
Diversify Advisory Services
Utah
$606K 16,107 +3,915 +32%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$599K 15,594 +15,594 New
AIM
167
Acropolis Investment Management
Missouri
$591K 15,382 -55 -0.4%
OWA
168
Opal Wealth Advisors
New York
$588K 15,302 -4,838 -24%
TRCT
169
Tower Research Capital (TRC)
New York
$565K 14,717 -4,227 -22%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$543K 14,140 -1,760 -11%
WCFA
171
Walkner Condon Financial Advisors
Wisconsin
$541K 14,088 -968 -6%
RRA
172
Round Rock Advisors
Connecticut
$540K 14,055 -566 -4%
NCM
173
Northland Capital Management
Minnesota
$538K 13,997 -722 -5%
AIP
174
Ameritas Investment Partners
Nebraska
$533K 13,871 +155 +1%
NW
175
NewEdge Wealth
Pennsylvania
$519K 13,520 +345 +3%
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7
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