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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 Holding Trade Value Shares
Change
Shares
Change %
GAM
26
Gould Asset Management
California
$341K
AIM
27
Archer Investment Management
Texas
$333K -$68.4K -1,730 -17%
MWM
28
Mission Wealth Management
California
$318K +$318K +8,033 New
PAG
29
Private Advisor Group
New Jersey
$314K +$9.26K +234 +3%
SFC
30
Sprinkle Financial Consultants
Colorado
$310K +$1.19K +30 +0.4%
TFO
31
Tarbox Family Office
California
$298K -$16.8K -425 -5%
MML Investors Services
32
MML Investors Services
Massachusetts
$294K -$27.2K -687 -8%
B
33
Birchbrook
Maine
$293K +$66.7K +1,687 +30%
VFA
34
Valeo Financial Advisors
Indiana
$286K +$8.39K +212 +3%
BRIA
35
Balanced Rock Investment Advisors
Massachusetts
$286K -$758K -19,153 -73%
RSWM
36
Robertson Stephens Wealth Management
California
$277K +$277K +6,992 New
Creative Planning
37
Creative Planning
Kansas
$275K +$275K +6,941 New
VC
38
Veracity Capital
Georgia
$269K +$1.42K +36 +0.5%
ACM
39
Armbruster Capital Management
New York
$265K +$28K +709 +12%
OL
40
Optas LLC
Texas
$260K +$14.8K +375 +6%
HCA
41
Heck Capital Advisors
Wisconsin
$257K +$8.46K +214 +3%
MCM
42
MAI Capital Management
Ohio
$256K +$50.6K +1,280 +25%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$249K -$73.6K -1,860 -23%
PI
44
PFG Investments
New York
$246K +$831 +21 +0.3%
Jane Street
45
Jane Street
New York
$245K -$356K -9,008 -59%
Osaic Holdings
46
Osaic Holdings
Arizona
$214K +$6.71K +164 +3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$211K -$92.3K -2,335 -30%
BFS
48
Bradley Foster & Sargent
Connecticut
$210K +$210K +5,304 New
PWM
49
Parkworth Wealth Management
California
$209K +$791 +20 +0.4%
SWP
50
Stratos Wealth Partners
Ohio
$208K +$208K +5,261 New