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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.37B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
157
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
201
Financial Futures
New Jersey
$454K +$101K +2,441 +29%
OFP
202
OLIO Financial Planning
Virginia
$452K +$5.54K +134 +1%
1SB
203
1ST Source Bank
Indiana
$447K -$2.23K -54 -0.5%
PAS
204
Park Avenue Securities
New York
$442K +$53.6K +1,297 +14%
AFG
205
Atomi Financial Group
New York
$441K +$26K +629 +6%
PPW
206
Presilium Private Wealth
Pennsylvania
$436K +$331 +8 +0.1%
CCM
207
Coldstream Capital Management
Washington
$429K
EGWAG
208
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$425K +10,286 New
FNB
209
Farmers National Bank
Kentucky
$425K +$52.9K +1,281 +14%
DC
210
Davenport & Co
Virginia
$421K +$30.7K +744 +8%
Kovitz Investment Group Partners
211
Kovitz Investment Group Partners
Illinois
$420K -$25.5K -618 -6%
AAP
212
Arax Advisory Partners
Colorado
$420K +$187K +4,526 +80%
SFA
213
Sequoia Financial Advisors
Ohio
$419K -$12.4K -300 -3%
T
214
TrueFG
Texas
$416K +$5.08K +123 +1%
MCWS
215
McKinley Carter Wealth Services
West Virginia
$413K +$7.89K +191 +2%
FPF
216
First Pacific Financial
Washington
$401K +$81.7K +1,976 +26%
RWP
217
RWA Wealth Partners
Massachusetts
$393K
AWM
218
Apollon Wealth Management
South Carolina
$386K +$85K +2,057 +28%
REMPR
219
Roof Eidam Maycock Peralta (REMP)
California
$386K
PP
220
PrairieView Partners
Minnesota
$383K -$41 -1 -0%
HIF
221
Hill Island Financial
Michigan
$375K -$3.08M -74,450 -89%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$374K +$374K +9,046 New
LWM
223
LongView Wealth Management
Georgia
$373K +$62.8K +1,519 +20%
RPSA
224
Richard P. Slaughter Associates
Texas
$371K +$371K +8,982 New
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$371K -$45.5K -1,100 -11%