We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

383 hedge funds and large institutions have $1.31B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

0.99% more ownership

Funds ownership: 73.64%74.63% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 405383 (-22)

6% less capital invested

Capital invested by funds: $1.39B → $1.31B (-$79.5M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
383
Holders Change
-22
Holders Change %
-5.43%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
167
Reduced
121
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
201
1ST Source Bank
Indiana
$418K -$1.95K -47 -0.4%
OFP
202
OLIO Financial Planning
Virginia
$415K +$126K +3,038 +39%
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$414K -$44.7K -1,075 -9%
MFC
204
Morris Financial Concepts
South Carolina
$410K -$7.65K -184 -2%
PPW
205
Presilium Private Wealth
Pennsylvania
$405K +$59.3K +1,427 +16%
CW
206
Cook Wealth
North Carolina
$403K -$5.2K -125 -1%
SFA
207
Sequoia Financial Advisors
Ohio
$401K +$4.16K +100 +1%
CCM
208
Coldstream Capital Management
Washington
$399K
B
209
Birchbrook
Maine
$398K -$671K -16,147 -61%
CAG
210
Curtis Advisory Group
California
$393K
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$387K -$12.5K -300 -3%
AFG
212
Atomi Financial Group
New York
$386K +$92.9K +2,235 +29%
RP
213
Riverwater Partners
Wisconsin
$383K -$34.1K -821 -8%
T
214
TrueFG
Texas
$382K +$24.3K +584 +6%
EWA
215
ERTS Wealth Advisors
Michigan
$377K +$2.7K +65 +0.7%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$377K +$21K +505 +5%
MBT
217
Montecito Bank & Trust
California
$371K
RWP
218
RWA Wealth Partners
Massachusetts
$365K -$38.4K -924 -9%
DC
219
Davenport & Co
Virginia
$363K +$7.61K +183 +2%
PAS
220
Park Avenue Securities
New York
$361K +$148K +3,567 +61%
REMPR
221
Roof Eidam Maycock Peralta (REMP)
California
$359K -$1.62K -39 -0.4%
HG
222
Harbor Group
New Hampshire
$357K -$42.3K -1,017 -10%
PP
223
PrairieView Partners
Minnesota
$356K +$1.62K +39 +0.4%
SPIA
224
Steward Partners Investment Advisory
New York
$352K +$13.5K +324 +4%
EWA
225
Emergent Wealth Advisors
New York
$350K -$2.41K -58 -0.6%