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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
151
Boston Standard Wealth Management
Massachusetts
$860K +$117K +2,690 +16%
CB
152
Commerce Bank
Missouri
$848K -$23.2K -535 -3%
FTUS
153
Flow Traders U.S.
New York
$820K +$790K +18,190 New
LRWA
154
Long Run Wealth Advisors
New York
$815K -$56.1K -1,292 -7%
BRIA
155
Balanced Rock Investment Advisors
Massachusetts
$807K +$5.78K +133 +0.7%
P
156
&Partners
Tennessee
$798K -$50.9K -1,171 -6%
KF
157
Krilogy Financial
Missouri
$793K +$763K +17,567 New
BHIA
158
Birch Hill Investment Advisors
Massachusetts
$790K -$44.5K -1,025 -6%
SWP
159
Stratos Wealth Partners
Ohio
$787K -$81.5K -1,876 -10%
FWM
160
Fingerlakes Wealth Management
New York
$784K -$2.43K -56 -0.3%
NCM
161
Northland Capital Management
Minnesota
$774K +$1.04K +24 +0.1%
PGA
162
Portland Global Advisors
Maine
$769K
BDFN
163
Bond & Devick Financial Network
Minnesota
$761K +$23.6K +544 +3%
DAS
164
Diversify Advisory Services
Utah
$752K -$114K -2,617 -14%
RSWM
165
Robertson Stephens Wealth Management
California
$751K -$16.8K -387 -2%
BFP
166
Brewster Financial Planning
New York
$747K
OWA
167
Opal Wealth Advisors
New York
$743K -$10.8K -249 -1%
Empower Advisory Group
168
Empower Advisory Group
Colorado
$723K -$24.2K -556 -3%
SWA
169
Sax Wealth Advisors
New Jersey
$705K +$14.9K +344 +2%
NW
170
NewEdge Wealth
Pennsylvania
$698K +$193K +4,442 +40%
FCG
171
Financial Connections Group
California
$693K -$3.13K -72 -0.5%
AIM
172
Acropolis Investment Management
Missouri
$667K
AT
173
American Trust
Kentucky
$661K +$27.6K +636 +5%
SFP
174
Sandbox Financial Partners
Maryland
$652K +$267K +6,143 +74%
WDL
175
Well Done LLC
Michigan
$647K