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iShares ESG Aware MSCI USA Small-Cap ETF

387 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 35 funds opening new positions, 159 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.46M
2 +$4.9M
3 +$3.72M
4
AA
Acorns Advisers
California
+$3.65M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$3.31M

Top Sellers

1 -$30.2M
2 -$11.9M
3 -$10.1M
4
HPC
HM Payson & Co
Maine
-$6.27M
5
Ameriprise
Ameriprise
Minnesota
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MT
201
Midwest Trust
Kansas
$460K
DT
202
Diversified Trust
Tennessee
$457K
FF
203
Financial Futures
New Jersey
$454K
OFP
204
OLIO Financial Planning
Virginia
$452K
1SB
205
1ST Source Bank
Indiana
$447K
PAS
206
Park Avenue Securities
New York
$442K
AFG
207
Atomi Financial Group
New York
$441K
PPW
208
Presilium Private Wealth
Pennsylvania
$436K
CCM
209
Coldstream Capital Management
Washington
$429K
EGWAG
210
Elwood & Goetz Wealth Advisory Group
Georgia
$425K
FNB
211
Farmers National Bank
Kentucky
$425K
DC
212
Davenport & Co
Virginia
$421K
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$420K
AAP
214
Arax Advisory Partners
Colorado
$420K
SFA
215
Sequoia Financial Advisors
Ohio
$419K
T
216
TrueFG
Texas
$416K
MCWS
217
McKinley Carter Wealth Services
West Virginia
$413K
FPF
218
First Pacific Financial
Washington
$401K
RWP
219
RWA Wealth Partners
Massachusetts
$393K
EWA
220
Emergent Wealth Advisors
New York
$387K
AWM
221
Apollon Wealth Management
South Carolina
$386K
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$386K
PP
223
PrairieView Partners
Minnesota
$383K
HIF
224
Hill Island Financial
Michigan
$375K
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$374K