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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B 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, 154 increasing their positions, 157 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:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
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
FSA
151
Financial Services Advisory
Maryland
$1.03M
BFA
152
Bragg Financial Advisors
North Carolina
$1.01M
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1M
CSP
154
Cary Street Partners
Virginia
$994K
CWMK
155
Caliber Wealth Management (Kansas)
Kansas
$993K
FCH
156
Freestone Capital Holdings
Washington
$953K
AFG
157
Atomi Financial Group
New York
$951K
SFG
158
SNS Financial Group
Minnesota
$943K
SS
159
Sound Stewardship
Kansas
$930K
CA
160
CGN Advisors
Kansas
$927K
Baird Financial Group
161
Baird Financial Group
Wisconsin
$921K
BRIA
162
Balanced Rock Investment Advisors
Massachusetts
$911K
Citadel Advisors
163
Citadel Advisors
Florida
$908K
BSWM
164
Boston Standard Wealth Management
Massachusetts
$904K
PA
165
Parallel Advisors
California
$895K
P
166
&Partners
Tennessee
$881K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$877K
ODIJL
168
One Day In July LLC
Vermont
$871K
DWM
169
Diversify Wealth Management
Utah
$852K
SFP
170
Sandbox Financial Partners
Maryland
$849K
CB
171
Commerce Bank
Missouri
$833K
NW
172
NewEdge Wealth
Pennsylvania
$831K
AIM
173
Acropolis Investment Management
Missouri
$831K
FWM
174
Fingerlakes Wealth Management
New York
$829K
MAC
175
Mason & Associates (California)
California
$829K