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iShares ESG Screened S&P Small-Cap ETF

96 hedge funds and large institutions have $49.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
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
PFA
26
Pathway Financial Advisors
Vermont
$538K
CFGA
27
Cambridge Financial Group (Arizona)
Arizona
$529K
B
28
Birchbrook
Maine
$517K
Cerity Partners
29
Cerity Partners
New York
$512K
Mariner
30
Mariner
Kansas
$500K
Goldman Sachs
31
Goldman Sachs
New York
$496K
ADL
32
Asset Dedication LLC
California
$468K
Lido Advisors
33
Lido Advisors
California
$461K
RSWM
34
Robertson Stephens Wealth Management
California
$441K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$432K
MCM
36
MAI Capital Management
Ohio
$430K
DC
37
DeDora Capital
California
$413K
GAM
38
Gould Asset Management
California
$399K
BRIA
39
Balanced Rock Investment Advisors
Massachusetts
$397K
PAG
40
Private Advisor Group
New Jersey
$385K
SFC
41
Sprinkle Financial Consultants
Colorado
$343K
TFO
42
Tarbox Family Office
California
$332K
Osaic Holdings
43
Osaic Holdings
Arizona
$321K
ACM
44
Armbruster Capital Management
New York
$320K
NP
45
NorthRock Partners
Minnesota
$320K
COCM
46
Charter Oak Capital Management
New Hampshire
$298K
VFA
47
Valeo Financial Advisors
Indiana
$290K
HCA
48
Heck Capital Advisors
Wisconsin
$288K
LEA
49
Legacy Edge Advisors
New York
$273K
PI
50
PFG Investments
New York
$272K