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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Diversify Advisory Services
Utah
$826K +$121K +3,128 +19%
AA
152
Aufman Associates
Pennsylvania
$821K -$12.1K -312 -2%
SFG
153
SNS Financial Group
Minnesota
$802K +$109K +2,821 +17%
LRWA
154
Long Run Wealth Advisors
New York
$801K -$22.9K -592 -3%
CB
155
Commerce Bank
Missouri
$799K -$23.6K -610 -3%
SWP
156
Stratos Wealth Partners
Ohio
$799K -$403K -10,411 -35%
P
157
&Partners
Tennessee
$780K -$124K -3,197 -14%
BHIA
158
Birch Hill Investment Advisors
Massachusetts
$767K +$256K +6,626 +56%
BRIA
159
Balanced Rock Investment Advisors
Massachusetts
$735K -$1.21M -31,362 -64%
WAM
160
WNY Asset Management
New York
$729K -$135K -3,493 -17%
FWM
161
Fingerlakes Wealth Management
New York
$721K +$3.37K +87 +0.5%
BPA
162
Beacon Pointe Advisors
California
$709K +$44.3K +1,144 +7%
NCM
163
Northland Capital Management
Minnesota
$709K +$122K +3,157 +23%
RSWM
164
Robertson Stephens Wealth Management
California
$705K -$233K -6,011 -26%
PGA
165
Portland Global Advisors
Maine
$705K +$6K +155 +0.9%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$693K +$45.7K +1,180 +8%
OWA
167
Opal Wealth Advisors
New York
$692K +$55.6K +1,437 +9%
SI
168
Seeds Investor
New York
$691K +$190K +4,897 +41%
Empower Advisory Group
169
Empower Advisory Group
Colorado
$686K -$25.7K -664 -4%
BFP
170
Brewster Financial Planning
New York
$685K +$14.7K +379 +2%
BSWM
171
Boston Standard Wealth Management
Massachusetts
$677K +$125K +3,239 +25%
BDFN
172
Bond & Devick Financial Network
Minnesota
$675K +$3.64K +94 +0.6%
AIM
173
Acropolis Investment Management
Missouri
$667K +$29.5K +763 +5%
FCG
174
Financial Connections Group
California
$638K -$819K -21,156 -58%
PAG
175
Private Advisor Group
New Jersey
$638K +$176K +4,546 +42%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.