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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
176
Moss Adams Wealth Advisors
Washington
$820K -$72.5K -1,494 -8%
NCM
177
Northland Capital Management
Minnesota
$818K -$34.1K -704 -4%
HI
178
Horizon Investments
North Carolina
$815K +$641K +13,206 +321%
FFA
179
Farther Finance Advisors
California
$809K +$13.5K +278 +2%
BDFN
180
Bond & Devick Financial Network
Minnesota
$793K -$12K -247 -1%
PGA
181
Portland Global Advisors
Maine
$792K -$9.7K -200 -1%
SWP
182
Stratos Wealth Partners
Ohio
$791K -$31.1K -642 -4%
BFP
183
Brewster Financial Planning
New York
$778K -$6.89K -142 -0.9%
WDL
184
Well Done LLC
Michigan
$765K +$93K +1,917 +13%
Empower Advisory Group
185
Empower Advisory Group
Colorado
$739K +$246K +5,079 +48%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$738K +$202K +4,157 +36%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$727K +$121K +2,486 +19%
FCG
188
Financial Connections Group
California
$723K
SWA
189
Sax Wealth Advisors
New Jersey
$717K
OWA
190
Opal Wealth Advisors
New York
$716K -$32.4K -668 -4%
NA
191
NewEdge Advisors
Louisiana
$691K -$252K -5,194 -26%
PMFA
192
Plante Moran Financial Advisors
Michigan
$689K +$691K +14,247 +3,466%
PP
193
PDS Planning
Ohio
$679K +$84.3K +1,737 +14%
SFP
194
Shepherd Financial Partners
Massachusetts
$677K -$63.8K -1,315 -8%
KFAA
195
Klaas Financial Asset Advisors
Illinois
$676K +$698K +14,386 New
AT
196
American Trust
Kentucky
$674K -$55.8K -1,150 -7%
MWM
197
Modern Wealth Management
Kansas
$670K +$216K +4,445 +46%
PCMC
198
Paragon Capital Management (Colorado)
Colorado
$665K +$196K +4,035 +40%
BHIA
199
Birch Hill Investment Advisors
Massachusetts
$664K
RWP
200
RWA Wealth Partners
Massachusetts
$652K