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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$641K -$53K -1,219 -8%
DF
177
Dunhill Financial
United Kingdom
$639K -$327K -7,523 -35%
OCM
178
One Capital Management
California
$634K -$44.6K -1,027 -7%
RRA
179
Round Rock Advisors
Connecticut
$619K -$14K -322 -2%
AIP
180
Ameritas Investment Partners
Nebraska
$616K -$7.82K -180 -1%
GDP
181
Great Diamond Partners
Maine
$606K +$21.2K +488 +4%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$593K +$60.5K +1,393 +12%
TRCT
183
Tower Research Capital (TRC)
New York
$588K +$567K +13,043 +1,304,300%
SFP
184
Shepherd Financial Partners
Massachusetts
$586K -$3.26K -75 -0.6%
WCFA
185
Walkner Condon Financial Advisors
Wisconsin
$586K -$130 -3 -0%
BSB
186
Bangor Savings Bank
Maine
$582K +$56.5K +1,300 +11%
FF
187
Financial Futures
New Jersey
$580K +$81.7K +1,880 +17%
ACA
188
Affinity Capital Advisors
California
$569K -$2.26K -52 -0.4%
PAS
189
Park Avenue Securities
New York
$568K +$82.2K +1,892 +18%
ECM
190
Evergreen Capital Management
Washington
$565K -$3.26K -75 -0.6%
MFC
191
Morris Financial Concepts
South Carolina
$540K -$10.7K -246 -2%
PP
192
PDS Planning
Ohio
$539K -$1.52K -35 -0.3%
SPIA
193
Steward Partners Investment Advisory
New York
$527K -$18K -415 -3%
UCFA
194
United Capital Financial Advisors
Texas
$518K +$652 +15 +0.1%
BOPW
195
Brandywine Oak Private Wealth
Pennsylvania
$516K -$2.26K -52 -0.5%
JFGLC
196
Johnson Financial Group LLC (Colorado)
Colorado
$515K
AFG
197
Atomi Financial Group
New York
$514K +$31.8K +731 +7%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$513K +$212K +4,878 +75%
OFP
199
OLIO Financial Planning
Virginia
$497K +$4.13K +95 +0.9%
MOS
200
MGO One Seven
Ohio
$497K -$61.4K -1,413 -11%