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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$1M
CSP
152
Cary Street Partners
Virginia
$994K
CWMK
153
Caliber Wealth Management (Kansas)
Kansas
$993K
FCH
154
Freestone Capital Holdings
Washington
$953K
AFG
155
Atomi Financial Group
New York
$951K
SFG
156
SNS Financial Group
Minnesota
$943K
SS
157
Sound Stewardship
Kansas
$930K
CA
158
CGN Advisors
Kansas
$927K
Baird Financial Group
159
Baird Financial Group
Wisconsin
$921K
BRIA
160
Balanced Rock Investment Advisors
Massachusetts
$911K
Citadel Advisors
161
Citadel Advisors
Florida
$908K
BSWM
162
Boston Standard Wealth Management
Massachusetts
$904K
PA
163
Parallel Advisors
California
$895K
P
164
&Partners
Tennessee
$881K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$877K
ODIJL
166
One Day In July LLC
Vermont
$871K
DWM
167
Diversify Wealth Management
Utah
$852K
SFP
168
Sandbox Financial Partners
Maryland
$849K
CB
169
Commerce Bank
Missouri
$833K
NW
170
NewEdge Wealth
Pennsylvania
$831K
AIM
171
Acropolis Investment Management
Missouri
$831K
FWM
172
Fingerlakes Wealth Management
New York
$829K
MAC
173
Mason & Associates (California)
California
$829K
MAWA
174
Moss Adams Wealth Advisors
Washington
$820K
NCM
175
Northland Capital Management
Minnesota
$818K