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iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
TimeScale Financial
Massachusetts
$25K +$80 +2 +0.3%
NFG
227
Next Financial Group
Texas
$20K +$10.8K +272 +123%
AF
228
Advisornet Financial
Minnesota
$19K +$10.7K +269 +129%
TFS
229
TrustCore Financial Services
Tennessee
$18K +$17.3K +435 New
GWM
230
Geneos Wealth Management
Colorado
$17K
S
231
SignatureFD
Georgia
$17K +$13.9K +349 +513%
RBA
232
Richard Bernstein Advisors
New York
$16K +$15.3K +385 New
IWP
233
IAG Wealth Partners
Wisconsin
$15K
SWM
234
Spire Wealth Management
Virginia
$15K +$14.7K +370 New
EIP
235
Ellis Investment Partners
Pennsylvania
$13K
LFG
236
Larson Financial Group
Missouri
$13K +$80 +2 +0.6%
GFPC
237
Global Financial Private Client
Florida
$10.5K +$6.32K +159 +161%
KFI
238
Key Financial Inc
Pennsylvania
$9K
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$8K +$7.99K +201 New
LWP
240
Laurel Wealth Planning
Minnesota
$6K +$5.53K +139 New
LWM
241
Liberty Wealth Management
California
$6K +$5.85K +147 New
BWL
242
Bogart Wealth LLC
Virginia
$6K +$6.36K +160 New
CFFP
243
Center for Financial Planning
Michigan
$5K
MA
244
MUFG Americas
New York
$5K +$5.05K +127 New
FRA
245
Front Row Advisors
California
$3K +$3.58K +90 New
LGWM
246
Litman Gregory Wealth Management
California
$2.88K -$1.14M -28,574 -91%
FIG
247
FundX Investment Group
California
$2.32K +$1.18M +29,561 New
NFSG
248
Newbridge Financial Services Group
Florida
$2K
GRP
249
Global Retirement Partners
California
$2K +$676 +17 +39%
POIA
250
Pin Oak Investment Advisors
Texas
$2K +$1.99K +50 New