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iShares ESG Aware MSCI USA Small-Cap ETF

321 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, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
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
155
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
226
TrueFG
Texas
$258K -$441 -14 -0.2%
MWM
227
Modera Wealth Management
New Jersey
$256K -$8.56K -272 -3%
EGWAG
228
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$315 +10 +0.1%
NA
229
NewEdge Advisors
Louisiana
$253K +$253K +8,041 New
MGIA
230
Moneta Group Investment Advisors
Missouri
$251K +$251K +7,968 New
Betterment LLC
231
Betterment LLC
New York
$249K +$36.2K +1,149 +17%
SFO
232
Stokes Family Office
Louisiana
$247K
VHAM
233
Van Hulzen Asset Management
California
$243K +$1.01K +32 +0.4%
TC
234
Trust Company
Kansas
$242K +$4.19K +133 +2%
BWFA
235
Baltimore-Washington Financial Advisors
Maryland
$239K +$239K +7,619 New
CA
236
CoreCap Advisors
Michigan
$238K -$8.09K -257 -3%
HCA
237
Heck Capital Advisors
Wisconsin
$238K -$28.1K -892 -11%
HWMG
238
Hurlow Wealth Management Group
Indiana
$235K +$18.1K +575 +8%
HWMA
239
Heritage Wealth Management (Arizona)
Arizona
$235K -$19.5K -618 -8%
WIA
240
World Investment Advisors
California
$233K +$233K +6,658 New
SCM
241
Stonehearth Capital Management
Massachusetts
$231K +$231K +7,102 New
DAS
242
Dynamic Advisor Solutions
Arizona
$228K -$3.35K -106 -1%
AP
243
Appleton Partners
Massachusetts
$227K -$5.68K -180 -2%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$224K +$15.9K +507 +8%
WWG
245
West Wealth Group
California
$220K -$18.7K -594 -8%
NYLIM
246
New York Life Investment Management
New York
$213K +$31.8K +1,009 +18%
OMC
247
Old Mission Capital
Illinois
$212K -$478K -15,198 -69%
1SB
248
1ST Source Bank
Indiana
$211K +$21.4K +683 +11%
SCM
249
Stordahl Capital Management
Colorado
$208K
CFA
250
CWS Financial Advisors
Michigan
$208K +$440 +14 +0.2%