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iShares ESG Screened S&P Small-Cap ETF

79 hedge funds and large institutions have $29.6M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
26
Asset Dedication LLC
California
$394K
AIM
27
Archer Investment Management
Texas
$382K -$89.5K -2,380 -19%
EFM
28
Eley Financial Management
Vermont
$359K +$52.4K +1,391 +17%
GAM
29
Gould Asset Management
California
$324K +$7.34K +195 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$307K -$54.6K -1,450 -15%
MML Investors Services
31
MML Investors Services
Massachusetts
$305K -$101K -2,686 -25%
TFO
32
Tarbox Family Office
California
$299K +$44.5K +1,183 +17%
SFC
33
Sprinkle Financial Consultants
Colorado
$293K +$18.3K +487 +7%
PAG
34
Private Advisor Group
New Jersey
$290K +$37.6K +1,000 +15%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$289K -$19.4K -514 -6%
VFA
36
Valeo Financial Advisors
Indiana
$265K +$7.07K +188 +3%
VC
37
Veracity Capital
Georgia
$255K
HCA
38
Heck Capital Advisors
Wisconsin
$236K -$18.2K -484 -7%
OL
39
Optas LLC
Texas
$233K +$9.22K +245 +4%
PI
40
PFG Investments
New York
$233K +$15K +400 +7%
ACM
41
Armbruster Capital Management
New York
$225K
B
42
Birchbrook
Maine
$215K +$215K +5,710 New
PWM
43
Parkworth Wealth Management
California
$199K
MCM
44
MAI Capital Management
Ohio
$196K +$51.1K +1,359 +35%
Osaic Holdings
45
Osaic Holdings
Arizona
$191K +$9.74K +259 +5%
UBS Group
46
UBS Group
Switzerland
$175K +$175K +4,645 New
NP
47
NorthRock Partners
Minnesota
$146K -$7.94K -211 -5%
SPIA
48
Steward Partners Investment Advisory
New York
$121K
Morgan Stanley
49
Morgan Stanley
New York
$96.1K +$96.1K +2,552 +255,200%
William Blair & Company
50
William Blair & Company
Illinois
$89.5K