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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

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

6% more funds holding

Funds holding: 421448 (+27)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
+27
Holders Change %
+6.41%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
154
Reduced
157
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
Financial Futures
New Jersey
$650K +$291 +6 +0%
Brown Advisory
202
Brown Advisory
Maryland
$649K -$22.3K -459 -3%
PAS
203
Park Avenue Securities
New York
$647K +$7.81K +161 +1%
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$644K +$34.7K +715 +6%
RRA
205
Round Rock Advisors
Connecticut
$640K
AIC
206
Allodium Investment Consultants
Minnesota
$638K +$658K +13,570 New
GDP
207
Great Diamond Partners
Maine
$623K +$41K +846 +7%
ECM
208
Evergreen Capital Management
Washington
$606K +$1.46K +30 +0.2%
DF
209
Dunhill Financial
United Kingdom
$606K -$53.6K -1,104 -8%
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$602K -$9.89K -204 -2%
AIP
211
Ameritas Investment Partners
Nebraska
$596K -$65.8K -1,356 -10%
ACA
212
Affinity Capital Advisors
California
$587K -$873 -18 -0.1%
FFS
213
Founders Financial Securities
Maryland
$561K +$224K +4,614 +68%
BSB
214
Bangor Savings Bank
Maine
$560K -$45.9K -947 -7%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$549K +$13.9K +287 +3%
MFC
216
Morris Financial Concepts
South Carolina
$546K -$12.2K -251 -2%
US Bancorp
217
US Bancorp
Minnesota
$542K +$529K +10,897 +1,744%
FPAS
218
Focus Partners Advisor Solutions
Missouri
$540K -$164K -3,374 -23%
JFGLC
219
Johnson Financial Group LLC (Colorado)
Colorado
$537K
VPIM
220
Vanguard Personalized Indexing Management
California
$537K +$554K +11,415 New
OFP
221
OLIO Financial Planning
Virginia
$524K -$8.68K -179 -2%
EGWAG
222
Elwood & Goetz Wealth Advisory Group
Georgia
$522K +$116K +2,384 +27%
HIF
223
Hill Island Financial
Michigan
$520K +$25.1K +517 +5%
MOS
224
MGO One Seven
Ohio
$516K -$2.04K -42 -0.4%
ML
225
Mayport LLC
Massachusetts
$515K