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iShares ESG Aware MSCI USA Small-Cap ETF

250 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, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NFG
226
Next Financial Group
Texas
$20K 494 +272 +123%
AF
227
Advisornet Financial
Minnesota
$19K 478 +269 +129%
TFS
228
TrustCore Financial Services
Tennessee
$18K 435 +435 New
GWM
229
Geneos Wealth Management
Colorado
$17K 436
S
230
SignatureFD
Georgia
$17K 417 +349 +513%
RBA
231
Richard Bernstein Advisors
New York
$16K 385 +385 New
IWP
232
IAG Wealth Partners
Wisconsin
$15K 359
SWM
233
Spire Wealth Management
Virginia
$15K 370 +370 New
EIP
234
Ellis Investment Partners
Pennsylvania
$13K 332
LFG
235
Larson Financial Group
Missouri
$13K 333 +2 +0.6%
GFPC
236
Global Financial Private Client
Florida
$10.5K 258 +159 +161%
KFI
237
Key Financial Inc
Pennsylvania
$9K 221
KTC
238
Kistler-Tiffany Companies
Pennsylvania
$8K 201 +201 New
LWP
239
Laurel Wealth Planning
Minnesota
$6K 139 +139 New
LWM
240
Liberty Wealth Management
California
$6K 147 +147 New
BWL
241
Bogart Wealth LLC
Virginia
$6K 160 +160 New
CFFP
242
Center for Financial Planning
Michigan
$5K 118
MA
243
MUFG Americas
New York
$5K 127 +127 New
FRA
244
Front Row Advisors
California
$3K 90 +90 New
LGWM
245
Litman Gregory Wealth Management
California
$2.88K 2,878 -28,574 -91%
FIG
246
FundX Investment Group
California
$2.32K 29,561 +29,561 New
NFSG
247
Newbridge Financial Services Group
Florida
$2K 50
GRP
248
Global Retirement Partners
California
$2K 61 +17 +39%
POIA
249
Pin Oak Investment Advisors
Texas
$2K 50 +50 New
CB
250
Community Bank
New York
$1K 25 +10 +67%