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iShares ESG Aware MSCI USA Small-Cap ETF

390 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 37 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

26% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 127

5% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$70.5M)

2% more funds holding

Funds holding: 383390 (+7)

0.09% more ownership

Funds ownership: 74.63%74.72% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
390
Holders Change
+7
Holders Change %
+1.83%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
160
Reduced
127
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$97.4M +$3.48M +90,026 +4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$90.9M -$9.43M -243,722 -10%
Northern Trust
3
Northern Trust
Illinois
$84.4M -$4.2M -108,376 -5%
Bank of America
4
Bank of America
North Carolina
$73.7M +$2.97M +76,675 +4%
Betterment LLC
5
Betterment LLC
New York
$72.2M +$4.59M +118,668 +7%
Creative Planning
6
Creative Planning
Kansas
$62M +$1.73M +44,596 +3%
Goldman Sachs
7
Goldman Sachs
New York
$54.7M -$11.1M -287,283 -18%
Wells Fargo
8
Wells Fargo
California
$44.7M +$489K +12,632 +1%
FT
9
Fiduciary Trust
Massachusetts
$36.9M -$3.1M -79,984 -8%
Vontobel Holding
10
Vontobel Holding
Switzerland
$36.4M +$3.1M +80,000 +10%
M&T Bank
11
M&T Bank
New York
$28.2M +$991K +25,602 +4%
BlackRock
12
BlackRock
New York
$27.1M -$65K -1,678 -0.3%
AA
13
Acorns Advisers
California
$25.8M +$3.42M +88,260 +16%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$24.1M -$28.3M -731,358 -56%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$22.4M +$1.61M +41,473 +8%
Ameriprise
16
Ameriprise
Minnesota
$22.1M -$4.21M -108,791 -17%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$19.5M -$1.97M -50,788 -10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.2M +$343K +8,852 +2%
UBS Group
19
UBS Group
Switzerland
$18.9M +$450K +11,624 +3%
SEI Investments
20
SEI Investments
Pennsylvania
$17.9M +$1.13M +29,097 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$16.2M +$928K +23,978 +7%
AI
22
Accredited Investors
Minnesota
$13.3M -$1.13M -29,252 -8%
SHGA
23
Sand Hill Global Advisors
California
$12.6M -$392K -10,133 -3%
HighTower Advisors
24
HighTower Advisors
Illinois
$12.3M -$849K -21,925 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$12M +$1.01M +26,034 +10%

ESML Hedge Fund Activity: Q2 2025 in Review

390 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) for Q2 2025, worth a combined $1.38B — up 5.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESML positions and 23 closed out — a net gain of 14 holders — while 160 added to existing stakes and 127 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.92M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $28.3M.

  • 390 institutional investors held iShares ESG Aware MSCI USA Small-Cap ETF (ESML) as of Q2 2025, up from 383 in Q1 2025.
  • Funds reported $1.38B of iShares ESG Aware MSCI USA Small-Cap ETF stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI USA Small-Cap ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $7.92M added.
  • The largest iShares ESG Aware MSCI USA Small-Cap ETF seller in Q2 2025 was F.L. Putnam Investment Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2025.