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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Opal Wealth Advisors
New York
$332K +$166 +5 +0%
CAL
227
Capital Analysts LLC
Pennsylvania
$329K +$61.5K +1,852 +23%
BAM
228
Baldrige Asset Management
Pennsylvania
$323K +$8.3K +250 +3%
EWA
229
ERTS Wealth Advisors
Michigan
$322K +$12.9K +388 +4%
AF
230
Advisornet Financial
Minnesota
$319K +$42.9K +1,292 +15%
KFSC
231
Keystone Financial Services (Colorado)
Colorado
$312K -$75.3K -2,268 -21%
BBA
232
BLB&B Advisors
Pennsylvania
$308K -$1.63K -49 -0.5%
RIG
233
Ramiah Investment Group
Wisconsin
$303K +$10.7K +321 +4%
T
234
TrueFG
Texas
$299K +$3.22K +97 +1%
JBA
235
Johnson Bixby & Associates
Washington
$297K +$25.9K +781 +9%
WFA
236
Wade Financial Advisory
California
$292K -$17.9K -540 -6%
WIA
237
World Investment Advisors
California
$289K +$18.5K +556 +7%
B
238
Bridgeworth
Alabama
$287K +$6.01K +181 +2%
Baird Financial Group
239
Baird Financial Group
Wisconsin
$283K -$1.52M -45,632 -84%
CFG
240
Carr Financial Group
Massachusetts
$281K +$284K +8,552 New
UCFA
241
United Capital Financial Advisors
Texas
$280K +$61.1K +1,839 +28%
AFG
242
Affinia Financial Group
Massachusetts
$279K +$271K +8,159 New
IFAM
243
Institutional & Family Asset Management
Colorado
$276K +$266 +8 +0.1%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$273K +$10.1K +304 +4%
DI
245
DFPG Investments
Utah
$270K +$259K +7,804 New
AG
246
Ascent Group
Virginia
$268K
WFA
247
Wells Financial Advisors
Massachusetts
$267K +$122K +3,680 +83%
CS
248
Credit Suisse
Switzerland
$265K
OWM
249
Orgel Wealth Management
Wisconsin
$261K -$184K -5,529 -41%
SFO
250
Stokes Family Office
Louisiana
$258K