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iShares ESG Screened S&P Small-Cap ETF

81 hedge funds and large institutions have $33.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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
GRP
51
Global Retirement Partners
California
$122K
William Blair & Company
52
William Blair & Company
Illinois
$101K
MA
53
MCF Advisors
Kentucky
$97K
MIA
54
Milestone Investment Advisors
Wisconsin
$92.4K
CTWM
55
Cherry Tree Wealth Management
Minnesota
$75.3K
AIA
56
Armor Investment Advisors
North Carolina
$54.2K
ST
57
Smithfield Trust
Pennsylvania
$43K
PWA
58
Physician Wealth Advisors
Utah
$42.9K
Bank of America
59
Bank of America
North Carolina
$39.5K
RDFA
60
Ritter Daniher Financial Advisory
Ohio
$35.6K
BTI
61
Blue Trust Inc
Georgia
$27.9K
KFI
62
Key Financial Inc
Pennsylvania
$26K
GIA
63
GHP Investment Advisors
Colorado
$23.4K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$21K
HDIM
65
Hanson & Doremus Investment Management
Vermont
$21K
PS
66
Principal Securities
Iowa
$19.6K
DF
67
Dunhill Financial
United Kingdom
$17.6K
TIM
68
Tortoise Investment Management
New York
$17K
ME
69
McIlrath & Eck
Washington
$15K
Morgan Stanley
70
Morgan Stanley
New York
$12.5K
AA
71
Addison Advisors
Vermont
$10.4K
GWSG
72
GPS Wealth Strategies Group
Colorado
$8.85K
1NWS
73
1 North Wealth Services
Maryland
$8.09K
WT
74
Whittier Trust
California
$6.18K
TCM
75
Triumph Capital Management
Colorado
$5.24K