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iShares ESG Aware MSCI USA Small-Cap ETF

421 hedge funds and large institutions have $1.57B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

8% more capital invested

Capital invested by funds: $1.45B → $1.57B (+$122M)

7% more funds holding

Funds holding: 392421 (+29)

4.59% more ownership

Funds ownership: 71.8%76.39% (+4.6%)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
53
Increased
174
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
201
Bangor Savings Bank
Maine
$591K -$2.28K -50 -0.4%
PP
202
PDS Planning
Ohio
$584K +$33.7K +740 +6%
ACA
203
Affinity Capital Advisors
California
$575K +$91 +2 +0%
GDP
204
Great Diamond Partners
Maine
$570K -$47.4K -1,039 -8%
MFC
205
Morris Financial Concepts
South Carolina
$546K -$4.92K -108 -0.9%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$530K +$526K +11,537 New
UCFA
207
United Capital Financial Advisors
Texas
$529K +$1.23K +27 +0.2%
LWM
208
LongView Wealth Management
Georgia
$528K +$82.9K +1,818 +20%
JFGLC
209
Johnson Financial Group LLC (Colorado)
Colorado
$525K
Neuberger Berman Group
210
Neuberger Berman Group
New York
$523K
OFP
211
OLIO Financial Planning
Virginia
$521K +$13.6K +298 +3%
MOS
212
MGO One Seven
Ohio
$507K
ML
213
Mayport LLC
Massachusetts
$504K
1SB
214
1ST Source Bank
Indiana
$497K
DT
215
Diversified Trust
Tennessee
$495K
Empower Advisory Group
216
Empower Advisory Group
Colorado
$489K -$247K -5,409 -34%
DC
217
Davenport & Co
Virginia
$486K +$18.6K +409 +4%
HIF
218
Hill Island Financial
Michigan
$485K +$1.55K +34 +0.3%
MAG
219
Mokosak Advisory Group
Iowa
$479K -$7.61K -167 -2%
PAG
220
Private Advisor Group
New Jersey
$475K -$178K -3,894 -27%
PPW
221
Presilium Private Wealth
Pennsylvania
$474K +$3.15K +69 +0.7%
FG
222
Foster Group
Iowa
$472K +$107K +2,337 +29%
FNB
223
Farmers National Bank
Kentucky
$467K -$912 -20 -0.2%
BF
224
Brooklyn FI
New York
$465K +$62.8K +1,377 +16%
PCMC
225
Paragon Capital Management (Colorado)
Colorado
$464K +$1.28K +28 +0.3%