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iShares ESG Aware MSCI USA Small-Cap ETF

383 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, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
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
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
151
Long Run Wealth Advisors
New York
$767K +$27.4K +660 +3%
CB
152
Commerce Bank
Missouri
$766K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$763K -$25.3K -609 -3%
OCM
154
One Capital Management
California
$729K -$6.07K -146 -0.8%
BWP
155
BSW Wealth Partners
Colorado
$719K +$106K +2,544 +16%
SWA
156
Sax Wealth Advisors
New Jersey
$670K -$3.41K -82 -0.5%
FWM
157
Fingerlakes Wealth Management
New York
$667K -$11.6K -280 -2%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$663K +$6.19K +149 +0.9%
PGA
159
Portland Global Advisors
Maine
$649K -$158K -3,795 -18%
SFG
160
SNS Financial Group
Minnesota
$637K -$43.2K -1,040 -6%
WDL
161
Well Done LLC
Michigan
$631K
BDFN
162
Bond & Devick Financial Network
Minnesota
$624K +$30.9K +743 +5%
BFP
163
Brewster Financial Planning
New York
$622K
VFA
164
Valeo Financial Advisors
Indiana
$621K +$43K +1,034 +7%
BPA
165
Beacon Pointe Advisors
California
$615K -$18.2K -438 -3%
DAS
166
Diversify Advisory Services
Utah
$606K +$163K +3,915 +32%
FPAS
167
Focus Partners Advisor Solutions
Missouri
$599K +$648K +15,594 New
AIM
168
Acropolis Investment Management
Missouri
$591K -$2.29K -55 -0.4%
OWA
169
Opal Wealth Advisors
New York
$588K -$201K -4,838 -24%
TRCT
170
Tower Research Capital (TRC)
New York
$565K -$176K -4,227 -22%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$543K -$73.2K -1,760 -11%
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$541K -$40.2K -968 -6%
RRA
173
Round Rock Advisors
Connecticut
$540K -$23.5K -566 -4%
NCM
174
Northland Capital Management
Minnesota
$538K -$30K -722 -5%
AIP
175
Ameritas Investment Partners
Nebraska
$533K +$6.44K +155 +1%