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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.

New
Increased
Maintained
Reduced
Closed
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 %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$3.42M +$1.31M +33,161 +62%
B
2
Bailard
California
$2.66M -$92.2K -2,332 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.26M +$2.26M +57,103 New
Franklin Resources
4
Franklin Resources
California
$2.21M -$116K -2,935 -5%
HFA
5
Highland Financial Advisors
New Jersey
$1.52M +$333K +8,417 +28%
BMD
6
Better Money Decisions
New Mexico
$1.36M +$58.1K +1,469 +4%
LPL Financial
7
LPL Financial
California
$1.31M +$155K +3,908 +13%
BFO
8
Biltmore Family Office
North Carolina
$1.27M
JFA
9
JNBA Financial Advisors
Minnesota
$1.04M +$175K +4,434 +20%
NA
10
NewEdge Advisors
Louisiana
$722K -$42.7K -1,080 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$697K +$78.7K +1,989 +13%
SAG
12
SageView Advisory Group
California
$638K +$76.5K +1,882 +14%
APW
13
Atlantic Private Wealth
North Carolina
$637K +$79 +2 +0%
MFG
14
Magnus Financial Group
New York
$608K +$2.29K +58 +0.4%
BWG
15
Beta Wealth Group
California
$605K +$605K +15,308 New
Mariner
16
Mariner
Kansas
$558K
Cerity Partners
17
Cerity Partners
New York
$534K +$534K +13,500 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$531K -$196K -4,956 -27%
DADC
19
D.A. Davidson & Co
Montana
$473K +$16.8K +425 +4%
PFA
20
Pathway Financial Advisors
Vermont
$470K -$3.2K -81 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$455K +$4.67K +118 +1%
ADL
22
Asset Dedication LLC
California
$425K +$10.8K +273 +3%
HL
23
HeadInvest LLC
Maine
$417K -$57.7K -1,460 -12%
Lido Advisors
24
Lido Advisors
California
$407K -$265K -6,703 -39%
EFM
25
Eley Financial Management
Vermont
$383K +$6.33K +160 +2%