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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B 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, 152 increasing their positions, 154 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:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
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
HI
176
Horizon Investments
North Carolina
$815K
FFA
177
Farther Finance Advisors
California
$809K
BDFN
178
Bond & Devick Financial Network
Minnesota
$793K
PGA
179
Portland Global Advisors
Maine
$792K
SWP
180
Stratos Wealth Partners
Ohio
$791K
BFP
181
Brewster Financial Planning
New York
$778K
WDL
182
Well Done LLC
Michigan
$765K
Empower Advisory Group
183
Empower Advisory Group
Colorado
$739K
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$738K
Natixis Advisors
185
Natixis Advisors
Massachusetts
$727K
FCG
186
Financial Connections Group
California
$723K
SWA
187
Sax Wealth Advisors
New Jersey
$717K
OWA
188
Opal Wealth Advisors
New York
$716K
PMFA
189
Plante Moran Financial Advisors
Michigan
$689K
PP
190
PDS Planning
Ohio
$679K
SFP
191
Shepherd Financial Partners
Massachusetts
$677K
KFAA
192
Klaas Financial Asset Advisors
Illinois
$676K
AT
193
American Trust
Kentucky
$674K
MWM
194
Modern Wealth Management
Kansas
$670K
PCMC
195
Paragon Capital Management (Colorado)
Colorado
$665K
BHIA
196
Birch Hill Investment Advisors
Massachusetts
$664K
RWP
197
RWA Wealth Partners
Massachusetts
$652K
FF
198
Financial Futures
New Jersey
$650K
Brown Advisory
199
Brown Advisory
Maryland
$649K
PAS
200
Park Avenue Securities
New York
$647K