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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
226
Mariner
Kansas
$284K +$313K +9,273 New
T
227
TrueFG
Texas
$276K +$26.8K +795 +10%
AG
228
Ascent Group
Virginia
$275K +$439 +13 +0.2%
CAG
229
Compass Advisory Group
New York
$274K
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$273K +$43.4K +1,287 +17%
RIG
231
Ramiah Investment Group
Wisconsin
$273K +$21.4K +633 +8%
BRWA
232
B. Riley Wealth Advisors
Florida
$265K -$41.3K -1,223 -12%
UB
233
UMB Bank
Missouri
$264K
B
234
Bridgeworth
Alabama
$262K +$288K +8,539 New
IFAM
235
Institutional & Family Asset Management
Colorado
$258K -$4.32K -128 -2%
AF
236
Advisornet Financial
Minnesota
$257K +$184K +5,457 +186%
MPW
237
MA Private Wealth
California
$257K +$270K +7,997 New
JBA
238
Johnson Bixby & Associates
Washington
$253K -$2.77K -82 -1%
WIA
239
World Investment Advisors
California
$253K +$53.3K +1,579 +24%
CAL
240
Capital Analysts LLC
Pennsylvania
$251K +$84.2K +2,494 +44%
MWM
241
Modera Wealth Management
New Jersey
$250K
EGWAG
242
Elwood & Goetz Wealth Advisory Group
Georgia
$250K +$1.22K +36 +0.4%
Betterment LLC
243
Betterment LLC
New York
$249K
CS
244
Credit Suisse
Switzerland
$247K +$266K +7,887 +4,382%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$245K +$29.2K +866 +12%
FA
246
Flagstar Advisors
New York
$245K +$269K +7,979 New
SFO
247
Stokes Family Office
Louisiana
$241K
HCA
248
Heck Capital Advisors
Wisconsin
$236K +$5.2K +154 +2%
CA
249
CoreCap Advisors
Michigan
$224K -$8.4K -249 -3%
VHAM
250
Van Hulzen Asset Management
California
$222K -$15.3K -453 -6%