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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
Trilogy Capital
California
$1.01M -$36.7K -806 -4%
PA
152
Parallel Advisors
California
$986K -$14.6K -320 -1%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$984K +$564K +12,365 +137%
RSWM
154
Robertson Stephens Wealth Management
California
$975K +$207K +4,548 +27%
CSP
155
Cary Street Partners
Virginia
$968K
CWMK
156
Caliber Wealth Management (Kansas)
Kansas
$968K -$137 -3 -0%
BFA
157
Bragg Financial Advisors
North Carolina
$967K +$19.5K +427 +2%
BRIA
158
Balanced Rock Investment Advisors
Massachusetts
$965K +$141K +3,090 +17%
CA
159
CGN Advisors
Kansas
$950K -$21.4K -469 -2%
AFG
160
Atomi Financial Group
New York
$948K +$420K +9,217 +81%
SS
161
Sound Stewardship
Kansas
$930K -$17.8K -390 -2%
NA
162
NewEdge Advisors
Louisiana
$915K -$123K -2,704 -12%
SFG
163
SNS Financial Group
Minnesota
$889K -$5.97K -131 -0.7%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$874K -$3.56K -78 -0.4%
BSWM
165
Boston Standard Wealth Management
Massachusetts
$872K -$5.06K -111 -0.6%
MAWA
166
Moss Adams Wealth Advisors
Washington
$870K -$3.33M -73,061 -79%
CB
167
Commerce Bank
Missouri
$859K -$5.65K -124 -0.7%
P
168
&Partners
Tennessee
$851K +$36.6K +803 +5%
LRWA
169
Long Run Wealth Advisors
New York
$840K +$8.16K +179 +1%
ODIJL
170
One Day In July LLC
Vermont
$836K -$227K -4,988 -22%
NCM
171
Northland Capital Management
Minnesota
$832K +$41.8K +917 +5%
AIM
172
Acropolis Investment Management
Missouri
$823K +$80.2K +1,760 +11%
DAS
173
Diversify Advisory Services
Utah
$820K +$1.46K +32 +0.2%
MAC
174
Mason & Associates (California)
California
$815K +$808K +17,720 New
SWP
175
Stratos Wealth Partners
Ohio
$803K +$501 +11 +0.1%