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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Fortis Capital Management
Washington
$259K +$89.4K +2,598 +46%
T
227
TrueFG
Texas
$258K -$482 -14 -0.2%
MWM
228
Modera Wealth Management
New Jersey
$256K -$9.36K -272 -3%
EGWAG
229
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$344 +10 +0.1%
NA
230
NewEdge Advisors
Louisiana
$253K +$277K +8,041 New
MGIA
231
Moneta Group Investment Advisors
Missouri
$251K +$274K +7,968 New
Betterment LLC
232
Betterment LLC
New York
$249K +$39.5K +1,149 +17%
SFO
233
Stokes Family Office
Louisiana
$247K
VHAM
234
Van Hulzen Asset Management
California
$243K +$1.1K +32 +0.4%
TC
235
Trust Company
Kansas
$242K +$4.58K +133 +2%
BWFA
236
Baltimore-Washington Financial Advisors
Maryland
$239K +$262K +7,619 New
CA
237
CoreCap Advisors
Michigan
$238K -$8.84K -257 -3%
HCA
238
Heck Capital Advisors
Wisconsin
$238K -$30.7K -892 -11%
HWMG
239
Hurlow Wealth Management Group
Indiana
$235K +$19.8K +575 +8%
HWMA
240
Heritage Wealth Management (Arizona)
Arizona
$235K -$21.3K -618 -8%
WIA
241
World Investment Advisors
California
$233K +$229K +6,658 New
SCM
242
Stonehearth Capital Management
Massachusetts
$231K +$244K +7,102 New
DAS
243
Dynamic Advisor Solutions
Arizona
$228K -$3.65K -106 -1%
AP
244
Appleton Partners
Massachusetts
$227K -$6.19K -180 -2%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$224K +$17.4K +507 +8%
WWG
246
West Wealth Group
California
$220K -$20.4K -594 -8%
NYLIM
247
New York Life Investment Management
New York
$213K +$34.7K +1,009 +18%
OMC
248
Old Mission Capital
Illinois
$212K -$523K -15,198 -69%
1SB
249
1ST Source Bank
Indiana
$211K +$23.5K +683 +11%
SCM
250
Stordahl Capital Management
Colorado
$208K