ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

385 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, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
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
OCM
176
One Capital Management
California
$624K
WDL
177
Well Done LLC
Michigan
$593K
RRA
178
Round Rock Advisors
Connecticut
$581K
AT
179
American Trust
Kentucky
$579K
AIP
180
Ameritas Investment Partners
Nebraska
$573K
SFP
181
Shepherd Financial Partners
Massachusetts
$541K
WCFA
182
Walkner Condon Financial Advisors
Wisconsin
$537K
GDP
183
Great Diamond Partners
Maine
$535K
ECM
184
Evergreen Capital Management
Washington
$521K
ST
185
Spinnaker Trust
Maine
$520K
ACA
186
Affinity Capital Advisors
California
$519K
ML
187
Mayport LLC
Massachusetts
$518K
MOS
188
MGO One Seven
Ohio
$514K
MFC
189
Morris Financial Concepts
South Carolina
$505K
SPIA
190
Steward Partners Investment Advisory
New York
$501K
AAS
191
Avantax Advisory Services
Texas
$498K
PP
192
PDS Planning
Ohio
$496K
Natixis Advisors
193
Natixis Advisors
Massachusetts
$486K
VCS
194
Vaughan & Co Securities
New Jersey
$481K
BSB
195
Bangor Savings Bank
Maine
$480K
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$475K
UCFA
197
United Capital Financial Advisors
Texas
$474K
JFGLC
198
Johnson Financial Group LLC (Colorado)
Colorado
$472K
NW
199
NewEdge Wealth
Pennsylvania
$462K
MT
200
Midwest Trust
Kansas
$460K