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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
226
Johnson Bixby & Associates
Washington
$318K +$10.4K +306 +3%
EWA
227
ERTS Wealth Advisors
Michigan
$316K -$17.3K -509 -5%
BBA
228
BLB&B Advisors
Pennsylvania
$310K -$8.57K -252 -3%
CFGS
229
Concourse Financial Group Securities
Alabama
$309K +$112K +3,294 +57%
Mariner
230
Mariner
Kansas
$304K -$41.7K -1,226 -12%
T
231
TrueFG
Texas
$303K -$5.71K -168 -2%
UCFA
232
United Capital Financial Advisors
Texas
$302K +$12.1K +357 +4%
AFG
233
Affinia Financial Group
Massachusetts
$298K +$22.4K +662 +8%
BOPW
234
Brandywine Oak Private Wealth
Pennsylvania
$292K +$9.86K +290 +3%
CFG
235
Carr Financial Group
Massachusetts
$291K
B
236
Bridgeworth
Alabama
$290K -$6.59K -194 -2%
WCF
237
West Coast Financial
California
$290K +$290K +8,520 New
HPM
238
Hoxton Planning & Management
West Virginia
$287K -$75.8K -2,230 -21%
WFA
239
Wells Financial Advisors
Massachusetts
$286K +$10.2K +300 +4%
IFAM
240
Institutional & Family Asset Management
Colorado
$281K -$5.03K -148 -2%
FFA
241
Farther Finance Advisors
California
$278K -$228K -6,712 -45%
MYIA
242
Mount Yale Investment Advisors
Colorado
$275K +$36.7K +1,080 +15%
CS
243
Credit Suisse
Switzerland
$274K
FA
244
Fountainhead AM
New Jersey
$273K +$8.09K +238 +3%
TW
245
Towerpoint Wealth
California
$271K +$271K +7,970 New
SFO
246
Stokes Family Office
Louisiana
$267K
PSCM
247
Per Stirling Capital Management
Texas
$263K -$450K -13,248 -63%
NA
248
NewEdge Advisors
Louisiana
$263K +$11.7K +343 +5%
EGWAG
249
Elwood & Goetz Wealth Advisory Group
Georgia
$261K +$2.58K +76 +1%
HBT
250
Hills Bank & Trust
Iowa
$256K