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iShares ESG Aware MSCI USA Small-Cap ETF

442 hedge funds and large institutions have $1.61B 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, 152 increasing their positions, 154 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:

0.72% less ownership

Funds ownership: 76.37%75.66% (-0.72%)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

Holders
442
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
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$644K
RRA
202
Round Rock Advisors
Connecticut
$640K
AIC
203
Allodium Investment Consultants
Minnesota
$638K
GDP
204
Great Diamond Partners
Maine
$623K
ECM
205
Evergreen Capital Management
Washington
$606K
DF
206
Dunhill Financial
United Kingdom
$606K
BOPW
207
Brandywine Oak Private Wealth
Pennsylvania
$602K
AIP
208
Ameritas Investment Partners
Nebraska
$596K
ACA
209
Affinity Capital Advisors
California
$587K
FFS
210
Founders Financial Securities
Maryland
$561K
BSB
211
Bangor Savings Bank
Maine
$560K
Neuberger Berman Group
212
Neuberger Berman Group
New York
$549K
MFC
213
Morris Financial Concepts
South Carolina
$546K
US Bancorp
214
US Bancorp
Minnesota
$542K
FPAS
215
Focus Partners Advisor Solutions
Missouri
$540K
JFGLC
216
Johnson Financial Group LLC (Colorado)
Colorado
$537K
VPIM
217
Vanguard Personalized Indexing Management
California
$537K
OFP
218
OLIO Financial Planning
Virginia
$524K
EGWAG
219
Elwood & Goetz Wealth Advisory Group
Georgia
$522K
HIF
220
Hill Island Financial
Michigan
$520K
MOS
221
MGO One Seven
Ohio
$516K
ML
222
Mayport LLC
Massachusetts
$515K
1SB
223
1ST Source Bank
Indiana
$509K
DT
224
Diversified Trust
Tennessee
$506K
DC
225
Davenport & Co
Virginia
$497K