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iShares ESG Aware MSCI USA Small-Cap ETF

445 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, 153 increasing their positions, 156 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:

0.61% less ownership

Funds ownership: 76.39%75.78% (-0.61%)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
445
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
NCM
176
Northland Capital Management
Minnesota
$818K
HI
177
Horizon Investments
North Carolina
$815K
FFA
178
Farther Finance Advisors
California
$809K
BDFN
179
Bond & Devick Financial Network
Minnesota
$793K
PGA
180
Portland Global Advisors
Maine
$792K
SWP
181
Stratos Wealth Partners
Ohio
$791K
BFP
182
Brewster Financial Planning
New York
$778K
WDL
183
Well Done LLC
Michigan
$765K
Empower Advisory Group
184
Empower Advisory Group
Colorado
$739K
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$738K
Natixis Advisors
186
Natixis Advisors
Massachusetts
$727K
FCG
187
Financial Connections Group
California
$723K
SWA
188
Sax Wealth Advisors
New Jersey
$717K
OWA
189
Opal Wealth Advisors
New York
$716K
PMFA
190
Plante Moran Financial Advisors
Michigan
$689K
PP
191
PDS Planning
Ohio
$679K
SFP
192
Shepherd Financial Partners
Massachusetts
$677K
KFAA
193
Klaas Financial Asset Advisors
Illinois
$676K
AT
194
American Trust
Kentucky
$674K
MWM
195
Modern Wealth Management
Kansas
$670K
PCMC
196
Paragon Capital Management (Colorado)
Colorado
$665K
BHIA
197
Birch Hill Investment Advisors
Massachusetts
$664K
RWP
198
RWA Wealth Partners
Massachusetts
$652K
FF
199
Financial Futures
New Jersey
$650K
Brown Advisory
200
Brown Advisory
Maryland
$649K