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iShares ESG Screened S&P Small-Cap ETF

83 hedge funds and large institutions have $33.7M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$3.42M 86,570 +33,161 +62%
B
2
Bailard
California
$2.66M 67,347 -2,332 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.26M 57,103 +57,103 New
Franklin Resources
4
Franklin Resources
California
$2.21M 55,782 -2,935 -5%
HFA
5
Highland Financial Advisors
New Jersey
$1.52M 38,386 +8,417 +28%
BMD
6
Better Money Decisions
New Mexico
$1.36M 34,450 +1,469 +4%
LPL Financial
7
LPL Financial
California
$1.31M 33,199 +3,908 +13%
BFO
8
Biltmore Family Office
North Carolina
$1.27M 32,000
JFA
9
JNBA Financial Advisors
Minnesota
$1.04M 26,250 +4,434 +20%
NA
10
NewEdge Advisors
Louisiana
$722K 18,262 -1,080 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$697K 17,611 +1,989 +13%
SAG
12
SageView Advisory Group
California
$638K 15,699 +1,882 +14%
APW
13
Atlantic Private Wealth
North Carolina
$637K 16,103 +2 +0%
MFG
14
Magnus Financial Group
New York
$608K 15,373 +58 +0.4%
BWG
15
Beta Wealth Group
California
$605K 15,308 +15,308 New
Mariner
16
Mariner
Kansas
$558K 14,099
Cerity Partners
17
Cerity Partners
New York
$534K 13,500 +13,500 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$531K 13,438 -4,956 -27%
DADC
19
D.A. Davidson & Co
Montana
$473K 11,956 +425 +4%
PFA
20
Pathway Financial Advisors
Vermont
$470K 11,874 -81 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$455K 11,498 +118 +1%
ADL
22
Asset Dedication LLC
California
$425K 10,756 +273 +3%
HL
23
HeadInvest LLC
Maine
$417K 10,550 -1,460 -12%
Lido Advisors
24
Lido Advisors
California
$407K 10,284 -6,703 -39%
EFM
25
Eley Financial Management
Vermont
$383K 9,680 +160 +2%