We are live on ! Find out more
ESML icon

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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M +$11.5M +264,590 +11%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$100M +$1.1M +25,258 +1%
Northern Trust
3
Northern Trust
Illinois
$91M -$1.08M -24,867 -1%
Betterment LLC
4
Betterment LLC
New York
$80.3M +$1.46M +33,569 +2%
Bank of America
5
Bank of America
North Carolina
$79.1M -$1.25M -28,831 -2%
Creative Planning
6
Creative Planning
Kansas
$66.4M -$1.12M -25,689 -2%
Goldman Sachs
7
Goldman Sachs
New York
$56.5M -$3.07M -70,746 -5%
Vontobel Holding
8
Vontobel Holding
Switzerland
$39.7M
FT
9
Fiduciary Trust
Massachusetts
$39.2M -$1.07M -24,519 -3%
BlackRock
10
BlackRock
New York
$32.1M +$2.45M +56,500 +9%
M&T Bank
11
M&T Bank
New York
$30.6M -$127K -2,932 -0.4%
AA
12
Acorns Advisers
California
$28.6M +$467K +10,756 +2%
Wells Fargo
13
Wells Fargo
California
$26.3M -$21.6M -496,993 -46%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$899K +20,687 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$22.6M +$1.57M +36,083 +8%
Ameriprise
16
Ameriprise
Minnesota
$22.5M -$1.53M -35,143 -7%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$20.9M -$393K -9,041 -2%
UBS Group
18
UBS Group
Switzerland
$20.4M -$252K -5,807 -1%
SEI Investments
19
SEI Investments
Pennsylvania
$20.1M +$560K +12,888 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$14.3M +$4.85M +111,559 +54%
AI
21
Accredited Investors
Minnesota
$13.6M -$895K -20,602 -6%
SHGA
22
Sand Hill Global Advisors
California
$13.6M -$119K -2,730 -0.9%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.4M +$9.43K +217 +0.1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.8M -$4.71M -108,457 -28%
MWM
25
Modera Wealth Management
New Jersey
$12.6M -$164K -3,764 -1%