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iShares ESG Aware MSCI USA Small-Cap ETF

448 hedge funds and large institutions have $1.62B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 76.39%75.86% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
Financial Futures
New Jersey
$650K
Brown Advisory
202
Brown Advisory
Maryland
$649K
PAS
203
Park Avenue Securities
New York
$647K
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$644K
RRA
205
Round Rock Advisors
Connecticut
$640K
AIC
206
Allodium Investment Consultants
Minnesota
$638K
GDP
207
Great Diamond Partners
Maine
$623K
ECM
208
Evergreen Capital Management
Washington
$606K
DF
209
Dunhill Financial
United Kingdom
$606K
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$602K
AIP
211
Ameritas Investment Partners
Nebraska
$596K
ACA
212
Affinity Capital Advisors
California
$587K
FFS
213
Founders Financial Securities
Maryland
$561K
BSB
214
Bangor Savings Bank
Maine
$560K
Neuberger Berman Group
215
Neuberger Berman Group
New York
$549K
MFC
216
Morris Financial Concepts
South Carolina
$546K
US Bancorp
217
US Bancorp
Minnesota
$542K
FPAS
218
Focus Partners Advisor Solutions
Missouri
$540K
JFGLC
219
Johnson Financial Group LLC (Colorado)
Colorado
$537K
VPIM
220
Vanguard Personalized Indexing Management
California
$537K
OFP
221
OLIO Financial Planning
Virginia
$524K
EGWAG
222
Elwood & Goetz Wealth Advisory Group
Georgia
$522K
HIF
223
Hill Island Financial
Michigan
$520K
MOS
224
MGO One Seven
Ohio
$516K
ML
225
Mayport LLC
Massachusetts
$515K