ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
157
Reduced
125
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
176
One Capital Management
California
$624K -$160K -3,876 -20%
WDL
177
Well Done LLC
Michigan
$593K -$26.5K -640 -4%
RRA
178
Round Rock Advisors
Connecticut
$581K
AT
179
American Trust
Kentucky
$579K +$579K +14,020 New
AIP
180
Ameritas Investment Partners
Nebraska
$573K -$620 -15 -0.1%
SFP
181
Shepherd Financial Partners
Massachusetts
$541K +$537 +13 +0.1%
WCFA
182
Walkner Condon Financial Advisors
Wisconsin
$537K -$45.1K -1,092 -8%
GDP
183
Great Diamond Partners
Maine
$535K -$10.1K -245 -2%
ECM
184
Evergreen Capital Management
Washington
$521K -$14.8K -359 -3%
ST
185
Spinnaker Trust
Maine
$520K +$56.6K +1,369 +12%
ACA
186
Affinity Capital Advisors
California
$519K -$8.06K -195 -2%
ML
187
Mayport LLC
Massachusetts
$518K
MOS
188
MGO One Seven
Ohio
$514K
MFC
189
Morris Financial Concepts
South Carolina
$505K +$63.6K +1,538 +14%
SPIA
190
Steward Partners Investment Advisory
New York
$501K +$122K +2,955 +32%
AAS
191
Avantax Advisory Services
Texas
$498K -$3.72K -90 -0.7%
PP
192
PDS Planning
Ohio
$496K -$3.06K -74 -0.6%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$486K +$16.3K +393 +3%
VCS
194
Vaughan & Co Securities
New Jersey
$481K
BSB
195
Bangor Savings Bank
Maine
$480K -$1.03K -25 -0.2%
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$475K -$26.2K -633 -5%
UCFA
197
United Capital Financial Advisors
Texas
$474K -$53K -1,282 -10%
JFGLC
198
Johnson Financial Group LLC (Colorado)
Colorado
$472K
NW
199
NewEdge Wealth
Pennsylvania
$462K -$105K -2,495 -18%
MT
200
Midwest Trust
Kansas
$460K +$460K +11,128 New