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iShares ESG Aware MSCI USA Small-Cap ETF

329 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, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
226
Mariner
Kansas
$284K 9,273 +9,273 New
T
227
TrueFG
Texas
$276K 8,985 +795 +10%
AG
228
Ascent Group
Virginia
$275K 8,153 +13 +0.2%
CAG
229
Compass Advisory Group
New York
$274K 8,938
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$273K 8,906 +1,287 +17%
BRWA
231
B. Riley Wealth Advisors
Florida
$265K 8,618 -1,223 -12%
UB
232
UMB Bank
Missouri
$264K 8,624
B
233
Bridgeworth
Alabama
$262K 8,539 +8,539 New
IFAM
234
Institutional & Family Asset Management
Colorado
$258K 8,400 -128 -2%
AF
235
Advisornet Financial
Minnesota
$257K 8,395 +5,457 +186%
MPW
236
MA Private Wealth
California
$257K 7,997 +7,997 New
JBA
237
Johnson Bixby & Associates
Washington
$253K 8,258 -82 -1%
WIA
238
World Investment Advisors
California
$253K 8,237 +1,579 +24%
CAL
239
Capital Analysts LLC
Pennsylvania
$251K 8,168 +2,494 +44%
MWM
240
Modera Wealth Management
New Jersey
$250K 8,138
EGWAG
241
Elwood & Goetz Wealth Advisory Group
Georgia
$250K 8,155 +36 +0.4%
Betterment LLC
242
Betterment LLC
New York
$249K 7,897
CS
243
Credit Suisse
Switzerland
$247K 8,067 +7,887 +4,382%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$245K 7,996 +866 +12%
FA
245
Flagstar Advisors
New York
$245K 7,979 +7,979 New
SFO
246
Stokes Family Office
Louisiana
$241K 7,850
HCA
247
Heck Capital Advisors
Wisconsin
$236K 7,701 +154 +2%
CA
248
CoreCap Advisors
Michigan
$224K 7,309 -249 -3%
VHAM
249
Van Hulzen Asset Management
California
$222K 7,251 -453 -6%
PA
250
Pinnacle Associates
New York
$221K 7,203 -2,746 -28%