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iShares ESG Screened S&P Small-Cap ETF

84 hedge funds and large institutions have $34.2M 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.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
EFM
26
Eley Financial Management
Vermont
$383K
GAM
27
Gould Asset Management
California
$341K
AIM
28
Archer Investment Management
Texas
$333K
MWM
29
Mission Wealth Management
California
$318K
PAG
30
Private Advisor Group
New Jersey
$314K
SFC
31
Sprinkle Financial Consultants
Colorado
$310K
TFO
32
Tarbox Family Office
California
$298K
MML Investors Services
33
MML Investors Services
Massachusetts
$294K
B
34
Birchbrook
Maine
$293K
VFA
35
Valeo Financial Advisors
Indiana
$286K
BRIA
36
Balanced Rock Investment Advisors
Massachusetts
$286K
RSWM
37
Robertson Stephens Wealth Management
California
$277K
Creative Planning
38
Creative Planning
Kansas
$275K
VC
39
Veracity Capital
Georgia
$269K
ACM
40
Armbruster Capital Management
New York
$265K
OL
41
Optas LLC
Texas
$260K
HCA
42
Heck Capital Advisors
Wisconsin
$257K
MCM
43
MAI Capital Management
Ohio
$256K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$249K
PI
45
PFG Investments
New York
$246K
Jane Street
46
Jane Street
New York
$245K
Osaic Holdings
47
Osaic Holdings
Arizona
$214K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$211K
BFS
49
Bradley Foster & Sargent
Connecticut
$210K
PWM
50
Parkworth Wealth Management
California
$209K