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iShares ESG Aware MSCI USA Small-Cap ETF

387 hedge funds and large institutions have $1.38B 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, 159 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
HPC
HM Payson & Co
Maine
-$6.27M
5
Ameriprise
Ameriprise
Minnesota
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sax Wealth Advisors
New Jersey
$632K
OCM
177
One Capital Management
California
$624K
WDL
178
Well Done LLC
Michigan
$593K
RRA
179
Round Rock Advisors
Connecticut
$581K
AT
180
American Trust
Kentucky
$579K
AIP
181
Ameritas Investment Partners
Nebraska
$573K
SFP
182
Shepherd Financial Partners
Massachusetts
$541K
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$537K
GDP
184
Great Diamond Partners
Maine
$535K
ECM
185
Evergreen Capital Management
Washington
$521K
ST
186
Spinnaker Trust
Maine
$520K
ACA
187
Affinity Capital Advisors
California
$519K
ML
188
Mayport LLC
Massachusetts
$518K
MOS
189
MGO One Seven
Ohio
$514K
MFC
190
Morris Financial Concepts
South Carolina
$505K
SPIA
191
Steward Partners Investment Advisory
New York
$501K
AAS
192
Avantax Advisory Services
Texas
$498K
PP
193
PDS Planning
Ohio
$496K
Natixis Advisors
194
Natixis Advisors
Massachusetts
$486K
VCS
195
Vaughan & Co Securities
New Jersey
$481K
BSB
196
Bangor Savings Bank
Maine
$480K
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$475K
UCFA
198
United Capital Financial Advisors
Texas
$474K
JFGLC
199
Johnson Financial Group LLC (Colorado)
Colorado
$472K
NW
200
NewEdge Wealth
Pennsylvania
$462K