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iShares ESG Aware MSCI USA Small-Cap ETF

392 hedge funds and large institutions have $1.45B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

5% more capital invested

Capital invested by funds: $1.38B → $1.45B (+$70.3M)

1% more funds holding

Funds holding: 390392 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.92% less ownership

Funds ownership: 74.72%71.8% (-2.9%)

Holders
392
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
151
Reduced
136
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
201
Mayport LLC
Massachusetts
$494K -$69K -1,589 -13%
1SB
202
1ST Source Bank
Indiana
$488K
DT
203
Diversified Trust
Tennessee
$485K -$13K -300 -3%
CFG
204
Carr Financial Group
Massachusetts
$477K +$94K +2,165 +26%
MAG
205
Mokosak Advisory Group
Iowa
$477K +$87.3K +2,010 +23%
HIF
206
Hill Island Financial
Michigan
$474K +$61.8K +1,423 +16%
CCM
207
Coldstream Capital Management
Washington
$468K
SRWM
208
Shira Ridge Wealth Management
California
$467K +$450K +10,367 New
PPW
209
Presilium Private Wealth
Pennsylvania
$462K -$13K -300 -3%
FNB
210
Farmers National Bank
Kentucky
$459K -$4K -92 -0.9%
DC
211
Davenport & Co
Virginia
$458K -$1.22K -28 -0.3%
PCMC
212
Paragon Capital Management (Colorado)
Colorado
$454K +$88.3K +2,032 +25%
T
213
TrueFG
Texas
$451K -$3.43K -79 -0.8%
MCWS
214
McKinley Carter Wealth Services
West Virginia
$440K -$10.6K -243 -2%
EWA
215
Emergent Wealth Advisors
New York
$431K +$8.25K +190 +2%
RWP
216
RWA Wealth Partners
Massachusetts
$429K
MBT
217
Montecito Bank & Trust
California
$422K +$407K +9,370 New
REMPR
218
Roof Eidam Maycock Peralta (REMP)
California
$421K
NP
219
NorthRock Partners
Minnesota
$421K +$171K +3,930 +73%
AWM
220
Apollon Wealth Management
South Carolina
$413K -$8.47K -195 -2%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$410K -$46K -1,060 -10%
LWM
222
LongView Wealth Management
Georgia
$408K +$825 +19 +0.2%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$408K +$393K +9,045 New
FFA
224
Farther Finance Advisors
California
$407K +$174K +4,011 +80%
BF
225
Brooklyn FI
New York
$393K +$21.5K +496 +6%