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iShares ESG Screened S&P Small-Cap ETF

84 hedge funds and large institutions have $34.2M 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.

New
Increased
Maintained
Reduced
Closed
Holders
84
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
SWP
51
Stratos Wealth Partners
Ohio
$208K
NP
52
NorthRock Partners
Minnesota
$185K
GRP
53
Global Retirement Partners
California
$113K
UBS Group
54
UBS Group
Switzerland
$109K
William Blair & Company
55
William Blair & Company
Illinois
$94.1K
MA
56
MCF Advisors
Kentucky
$90.2K
WTFG
57
Wood Tarver Financial Group
Idaho
$89K
MIA
58
Milestone Investment Advisors
Wisconsin
$85.8K
CTWM
59
Cherry Tree Wealth Management
Minnesota
$84K
SPIA
60
Steward Partners Investment Advisory
New York
$79.1K
AIA
61
Armor Investment Advisors
North Carolina
$76.1K
RDFA
62
Ritter Daniher Financial Advisory
Ohio
$41.9K
ST
63
Smithfield Trust
Pennsylvania
$41K
PWA
64
Physician Wealth Advisors
Utah
$39.9K
Bank of America
65
Bank of America
North Carolina
$36.3K
BTI
66
Blue Trust Inc
Georgia
$25.9K
KFI
67
Key Financial Inc
Pennsylvania
$24.1K
DF
68
Dunhill Financial
United Kingdom
$23.6K
GIA
69
GHP Investment Advisors
Colorado
$21.6K
HI
70
Harbour Investments
Wisconsin
$21.3K
PS
71
Principal Securities
Iowa
$20.1K
HDIM
72
Hanson & Doremus Investment Management
Vermont
$19K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$19K
TIM
74
Tortoise Investment Management
New York
$15.8K
Morgan Stanley
75
Morgan Stanley
New York
$11.7K