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iShares ESG Screened S&P Small-Cap ETF
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81 hedge funds and large institutions have $33.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

2% less funds holding

Funds holding: 83 → 81 (-2)

Holders
81
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

Top Buyers

1
+$943K
2
+$331K
3
+$297K
4
SC
Savant Capital
Illinois
+$287K
5
NP
NorthRock Partners
Minnesota
+$208K

Top Sellers

1
-$2.26M
2
-$269K
3
-$260K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$131K
5
UBS Group
UBS Group
Switzerland
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$370K
PAG
27
Private Advisor Group
New Jersey
$341K
MWM
28
Mission Wealth Management
California
$339K
SFC
29
Sprinkle Financial Consultants
Colorado
$334K
TFO
30
Tarbox Family Office
California
$320K
ACM
31
Armbruster Capital Management
New York
$313K
VFA
32
Valeo Financial Advisors
Indiana
$309K
BRIA
33
Balanced Rock Investment Advisors
Massachusetts
$302K
B
34
Birchbrook
Maine
$297K
Creative Planning
35
Creative Planning
Kansas
$295K
AIM
36
Archer Investment Management
Texas
$291K
RSWM
37
Robertson Stephens Wealth Management
California
$289K
SC
38
Savant Capital
Illinois
$287K
HCA
39
Heck Capital Advisors
Wisconsin
$275K
MCM
40
MAI Capital Management
Ohio
$274K
MML Investors Services
41
MML Investors Services
Massachusetts
$268K
PI
42
PFG Investments
New York
$265K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$240K
Osaic Holdings
44
Osaic Holdings
Arizona
$235K
BFS
45
Bradley Foster & Sargent
Connecticut
$226K
SWP
46
Stratos Wealth Partners
Ohio
$225K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$211K
NP
48
NorthRock Partners
Minnesota
$208K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$164K
SPIA
50
Steward Partners Investment Advisory
New York
$128K
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