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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ST
226
Spinnaker Trust
Maine
$312K 9,264 +28 +0.3%
AT
227
American Trust
Kentucky
$311K 9,228 +702 +8%
JBA
228
Johnson Bixby & Associates
Washington
$307K 9,120 -159 -2%
FHA
229
First Horizon Advisors
Tennessee
$305K 9,057 -3,043 -25%
TRCT
230
Tower Research Capital (TRC)
New York
$303K 8,993 -2,031 -18%
NYLIM
231
New York Life Investment Management
New York
$302K 8,973 +8,973 New
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$299K 8,889 +2,714 +44%
PPW
233
Presilium Private Wealth
Pennsylvania
$298K 8,868 +8,868 New
PSCM
234
Per Stirling Capital Management
Texas
$295K 8,771 +861 +11%
BBA
235
BLB&B Advisors
Pennsylvania
$293K 8,696 -3,227 -27%
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$292K 8,670 -1,342 -13%
OWA
237
Opal Wealth Advisors
New York
$290K 8,627 -1,392 -14%
WCF
238
West Coast Financial
California
$287K 8,520
1SB
239
1ST Source Bank
Indiana
$285K 8,463 -65 -0.8%
CFG
240
Carr Financial Group
Massachusetts
$284K 8,552
OWM
241
Opes Wealth Management
California
$281K 8,344 +8,344 New
CAL
242
Capital Analysts LLC
Pennsylvania
$280K 8,310 -1,128 -12%
HG
243
Harbor Group
New Hampshire
$278K 8,265 +8,265 New
CS
244
Credit Suisse
Switzerland
$271K 8,067 +8,067 New
PP
245
PrairieView Partners
Minnesota
$268K 7,980 -23 -0.3%
FA
246
Fountainhead AM
New Jersey
$267K 7,931 +593 +8%
SFO
247
Stokes Family Office
Louisiana
$264K 7,850
MCWS
248
McKinley Carter Wealth Services
West Virginia
$260K 7,731 +39 +0.5%
UCFA
249
United Capital Financial Advisors
Texas
$257K 7,648 -143 -2%
CA
250
Clearstead Advisors
Ohio
$257K 7,626 +3,813 +100%