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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 %
NP
51
NorthRock Partners
Minnesota
$185K +$31.4K +793 +20%
GRP
52
Global Retirement Partners
California
$113K +$113K +2,867 New
UBS Group
53
UBS Group
Switzerland
$109K -$74.4K -1,881 -40%
William Blair & Company
54
William Blair & Company
Illinois
$94.1K
MA
55
MCF Advisors
Kentucky
$90.2K
WTFG
56
Wood Tarver Financial Group
Idaho
$89K
MIA
57
Milestone Investment Advisors
Wisconsin
$85.8K
CTWM
58
Cherry Tree Wealth Management
Minnesota
$84K
SPIA
59
Steward Partners Investment Advisory
New York
$79.1K -$47.6K -1,204 -38%
AIA
60
Armor Investment Advisors
North Carolina
$76.1K
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$41.9K
ST
62
Smithfield Trust
Pennsylvania
$41K +$5.7K +140 +16%
PWA
63
Physician Wealth Advisors
Utah
$39.9K +$2.65K +67 +7%
Bank of America
64
Bank of America
North Carolina
$36.3K -$51.7K -1,308 -59%
BTI
65
Blue Trust Inc
Georgia
$25.9K
KFI
66
Key Financial Inc
Pennsylvania
$24.1K
DF
67
Dunhill Financial
United Kingdom
$23.6K -$12.7K -321 -35%
GIA
68
GHP Investment Advisors
Colorado
$21.6K +$79 +2 +0.4%
HI
69
Harbour Investments
Wisconsin
$21.3K -$2.61K -66 -11%
PS
70
Principal Securities
Iowa
$20.1K -$43.1K -1,091 -68%
HDIM
71
Hanson & Doremus Investment Management
Vermont
$19K +$40 +1 +0.2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$19K +$78 +2 +0.4%
TIM
73
Tortoise Investment Management
New York
$15.8K +$15.8K +400 New
Morgan Stanley
74
Morgan Stanley
New York
$11.7K -$89.6K -2,259 -88%
AAP
75
Arax Advisory Partners
Colorado
$10.2K