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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fingerlakes Wealth Management
New York
$801K +$1.55K +34 +0.2%
BDFN
177
Bond & Devick Financial Network
Minnesota
$787K +$10.3K +226 +1%
PGA
178
Portland Global Advisors
Maine
$784K
FFA
179
Farther Finance Advisors
California
$772K +$354K +7,757 +86%
BFP
180
Brewster Financial Planning
New York
$767K +$5.01K +110 +0.7%
OWA
181
Opal Wealth Advisors
New York
$731K -$27.2K -596 -4%
SFP
182
Shepherd Financial Partners
Massachusetts
$722K +$123K +2,708 +21%
SWA
183
Sax Wealth Advisors
New Jersey
$717K -$1.96K -43 -0.3%
NW
184
NewEdge Wealth
Pennsylvania
$711K
FCG
185
Financial Connections Group
California
$707K
FPAS
186
Focus Partners Advisor Solutions
Missouri
$685K -$435K -9,553 -39%
WDL
187
Well Done LLC
Michigan
$660K
Brown Advisory
188
Brown Advisory
Maryland
$655K +$386K +8,477 +147%
BHIA
189
Birch Hill Investment Advisors
Massachusetts
$649K -$155K -3,400 -19%
SFP
190
Sandbox Financial Partners
Maryland
$647K -$17.6K -386 -3%
AIP
191
Ameritas Investment Partners
Nebraska
$645K +$16.3K +357 +3%
DF
192
Dunhill Financial
United Kingdom
$643K -$8.25K -181 -1%
RWP
193
RWA Wealth Partners
Massachusetts
$638K +$199K +4,357 +46%
FF
194
Financial Futures
New Jersey
$635K +$43.3K +950 +7%
RRA
195
Round Rock Advisors
Connecticut
$626K -$5.24K -115 -0.8%
PAS
196
Park Avenue Securities
New York
$625K +$45.6K +1,001 +8%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$598K +$70.9K +1,556 +14%
WCFA
198
Walkner Condon Financial Advisors
Wisconsin
$597K -$137 -3 -0%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$597K -$7.34K -161 -1%
ECM
200
Evergreen Capital Management
Washington
$591K +$15K +330 +3%