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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M +$14.2M +311,407 +12%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$99.4M -$3.43M -75,246 -3%
Northern Trust
3
Northern Trust
Illinois
$94.9M +$2.14M +46,838 +2%
Bank of America
4
Bank of America
North Carolina
$83.8M +$3.16M +69,249 +4%
Betterment LLC
5
Betterment LLC
New York
$82M +$122K +2,676 +0.2%
Creative Planning
6
Creative Planning
Kansas
$71.1M +$3.33M +72,987 +5%
Goldman Sachs
7
Goldman Sachs
New York
$52.1M -$5.43M -119,085 -10%
FT
8
Fiduciary Trust
Massachusetts
$39.6M -$338K -7,413 -0.9%
Vontobel Holding
9
Vontobel Holding
Switzerland
$38.2M -$2.28M -50,000 -6%
BlackRock
10
BlackRock
New York
$33.1M +$408K +8,953 +1%
Wells Fargo
11
Wells Fargo
California
$31.6M +$4.73M +103,752 +18%
M&T Bank
12
M&T Bank
New York
$31.6M +$350K +7,682 +1%
AA
13
Acorns Advisers
California
$29.8M +$645K +14,151 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$26.8M +$955K +20,943 +4%
Ameriprise
15
Ameriprise
Minnesota
$26.4M +$3.49M +76,490 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24.1M +$1.03M +22,637 +5%
SHGA
17
Sand Hill Global Advisors
California
$21.8M +$7.89M +173,086 +57%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$21.3M -$6.7K -147 -0%
UBS Group
19
UBS Group
Switzerland
$21.3M +$489K +10,721 +2%
SEI Investments
20
SEI Investments
Pennsylvania
$20.9M +$411K +9,008 +2%
LPL Financial
21
LPL Financial
California
$17.8M +$5.94M +130,314 +51%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$15.2M +$677K +14,844 +5%
HighTower Advisors
23
HighTower Advisors
Illinois
$14.1M +$343K +7,522 +3%
AI
24
Accredited Investors
Minnesota
$13.8M -$52.9K -1,161 -0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.2M +$158K +3,469 +1%