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iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$519K +$14.3K +345 +3%
PCIA
177
Prime Capital Investment Advisors
Kansas
$516K +$558K +13,432 New
GDP
178
Great Diamond Partners
Maine
$507K -$2.83K -68 -0.5%
BSWM
179
Boston Standard Wealth Management
Massachusetts
$506K -$20.8K -500 -4%
SFP
180
Shepherd Financial Partners
Massachusetts
$502K -$39.2K -943 -7%
ECM
181
Evergreen Capital Management
Washington
$498K -$3.74K -90 -0.7%
UCFA
182
United Capital Financial Advisors
Texas
$490K +$665 +16 +0.1%
FCI
183
Financial Counselors Inc
Kansas
$488K +$42.7K +1,027 +9%
ML
184
Mayport LLC
Massachusetts
$482K
MOS
185
MGO One Seven
Ohio
$478K +$42 +1 +0%
BOPW
186
Brandywine Oak Private Wealth
Pennsylvania
$466K +$65.6K +1,579 +15%
AAS
187
Avantax Advisory Services
Texas
$466K +$9.02K +217 +2%
PP
188
PDS Planning
Ohio
$464K +$1.33K +32 +0.3%
BHIA
189
Birch Hill Investment Advisors
Massachusetts
$458K +$105K +2,530 +27%
SI
190
Seeds Investor
New York
$454K -$5.74K -138 -1%
ACA
191
Affinity Capital Advisors
California
$452K -$204K -4,913 -28%
VCS
192
Vaughan & Co Securities
New Jersey
$447K +$8.44K +203 +2%
BSB
193
Bangor Savings Bank
Maine
$447K -$1.16K -28 -0.2%
FF
194
Friedenthal Financial
New Jersey
$445K
DT
195
Diversified Trust
Tennessee
$442K -$341K -8,195 -42%
JFGLC
196
Johnson Financial Group LLC (Colorado)
Colorado
$438K
Natixis Advisors
197
Natixis Advisors
Massachusetts
$436K +$472K +11,359 New
ST
198
Spinnaker Trust
Maine
$431K +$61.9K +1,490 +15%
VAF
199
Values Added Financial
District of Columbia
$421K +$83.2K +2,002 +22%
PAG
200
Private Advisor Group
New Jersey
$418K +$41.9K +1,009 +10%