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iShares ESG Aware MSCI USA Small-Cap ETF

390 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MT
201
Midwest Trust
Kansas
$460K +$431K +11,128 New
DT
202
Diversified Trust
Tennessee
$457K -$16.8K -435 -4%
FF
203
Financial Futures
New Jersey
$454K +$94.5K +2,441 +29%
OFP
204
OLIO Financial Planning
Virginia
$452K +$5.19K +134 +1%
1SB
205
1ST Source Bank
Indiana
$447K -$2.09K -54 -0.5%
PAS
206
Park Avenue Securities
New York
$442K +$50.2K +1,297 +14%
AFG
207
Atomi Financial Group
New York
$441K +$24.3K +629 +6%
PPW
208
Presilium Private Wealth
Pennsylvania
$436K +$310 +8 +0.1%
CCM
209
Coldstream Capital Management
Washington
$429K
EGWAG
210
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$398K +10,286 New
FNB
211
Farmers National Bank
Kentucky
$425K +$49.6K +1,281 +14%
DC
212
Davenport & Co
Virginia
$421K +$28.8K +744 +8%
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$420K -$23.9K -618 -6%
AAP
214
Arax Advisory Partners
Colorado
$420K +$175K +4,526 +80%
SFA
215
Sequoia Financial Advisors
Ohio
$419K -$11.6K -300 -3%
T
216
TrueFG
Texas
$416K +$4.76K +123 +1%
MCWS
217
McKinley Carter Wealth Services
West Virginia
$413K +$7.39K +191 +2%
FPF
218
First Pacific Financial
Washington
$401K +$76.5K +1,976 +26%
RWP
219
RWA Wealth Partners
Massachusetts
$393K
EWA
220
Emergent Wealth Advisors
New York
$387K +$10.1K +260 +3%
AWM
221
Apollon Wealth Management
South Carolina
$386K +$79.6K +2,057 +28%
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$386K
PP
223
PrairieView Partners
Minnesota
$383K -$39 -1 -0%
HIF
224
Hill Island Financial
Michigan
$375K -$2.88M -74,450 -89%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$374K +$350K +9,046 New

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.