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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
176
Moss Adams Wealth Advisors
Washington
$820K
NCM
177
Northland Capital Management
Minnesota
$818K
HI
178
Horizon Investments
North Carolina
$815K
FFA
179
Farther Finance Advisors
California
$809K
BDFN
180
Bond & Devick Financial Network
Minnesota
$793K
PGA
181
Portland Global Advisors
Maine
$792K
SWP
182
Stratos Wealth Partners
Ohio
$791K
BFP
183
Brewster Financial Planning
New York
$778K
WDL
184
Well Done LLC
Michigan
$765K
Empower Advisory Group
185
Empower Advisory Group
Colorado
$739K
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$738K
Natixis Advisors
187
Natixis Advisors
Massachusetts
$727K
FCG
188
Financial Connections Group
California
$723K
SWA
189
Sax Wealth Advisors
New Jersey
$717K
OWA
190
Opal Wealth Advisors
New York
$716K
NA
191
NewEdge Advisors
Louisiana
$691K
PMFA
192
Plante Moran Financial Advisors
Michigan
$689K
PP
193
PDS Planning
Ohio
$679K
SFP
194
Shepherd Financial Partners
Massachusetts
$677K
KFAA
195
Klaas Financial Asset Advisors
Illinois
$676K
AT
196
American Trust
Kentucky
$674K
MWM
197
Modern Wealth Management
Kansas
$670K
PCMC
198
Paragon Capital Management (Colorado)
Colorado
$665K
BHIA
199
Birch Hill Investment Advisors
Massachusetts
$664K
RWP
200
RWA Wealth Partners
Massachusetts
$652K