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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
OL
51
Optas LLC
Texas
$259K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$253K
MWM
53
Mission Wealth Management
California
$248K
SC
54
Savant Capital
Illinois
$243K
BCWM
55
Bartlett & Co Wealth Management
Ohio
$230K
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$229K
MML Investors Services
57
MML Investors Services
Massachusetts
$227K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$167K
ST
59
Smithfield Trust
Pennsylvania
$159K
SPIA
60
Steward Partners Investment Advisory
New York
$131K
William Blair & Company
61
William Blair & Company
Illinois
$120K
MA
62
MCF Advisors
Kentucky
$99.3K
MIA
63
Milestone Investment Advisors
Wisconsin
$94.5K
BFP
64
Birchwood Financial Partners
Minnesota
$85.7K
CTWM
65
Cherry Tree Wealth Management
Minnesota
$77.1K
FFA
66
Farther Finance Advisors
California
$65.1K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$58.6K
RL
68
Rogco LP
Oklahoma
$58.3K
MFP
69
Meramec Financial Planners
Missouri
$48.4K
GSWM
70
Golden State Wealth Management
California
$43.7K
RDFA
71
Ritter Daniher Financial Advisory
Ohio
$40K
CI
72
Corient IA
Florida
$39.2K
HWP
73
Highline Wealth Partners
California
$35.3K
BTI
74
Blue Trust Inc
Georgia
$33.4K
ME
75
McIlrath & Eck
Washington
$31.1K