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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$341K +$55.6K +1,439 +19%
BBA
227
BLB&B Advisors
Pennsylvania
$336K +$2.66K +69 +0.8%
FA
228
Fountainhead AM
New Jersey
$332K +$2.01K +52 +0.6%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$331K -$9.27K -240 -3%
CFG
230
Carr Financial Group
Massachusetts
$330K +$733 +19 +0.2%
AF
231
Advisornet Financial
Minnesota
$320K +$29.8K +772 +10%
WCF
232
West Coast Financial
California
$319K
CAL
233
Capital Analysts LLC
Pennsylvania
$312K +$26.5K +687 +9%
SFO
234
Stokes Family Office
Louisiana
$302K
EH
235
Equitable Holdings
New York
$300K +$19.3K +500 +7%
SPIA
236
Steward Partners Investment Advisory
New York
$299K -$25.5K -661 -8%
UCFA
237
United Capital Financial Advisors
Texas
$295K +$6.02K +156 +2%
PA
238
Pinnacle Associates
New York
$295K +$4.52K +117 +2%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$293K +$294K +7,610 New
CFGS
240
Concourse Financial Group Securities
Alabama
$292K -$10.6K -274 -3%
PP
241
PrairieView Partners
Minnesota
$291K -$1.81K -47 -0.6%
HBT
242
Hills Bank & Trust
Iowa
$289K
CWP
243
Concord Wealth Partners
Virginia
$289K -$131K -3,388 -31%
SW
244
SVB Wealth
Massachusetts
$288K
UAS
245
United Asset Strategies
New York
$284K -$1.81K -47 -0.6%
JFGLC
246
Johnson Financial Group LLC (Colorado)
Colorado
$283K
SP
247
SWS Partners
Ohio
$279K -$11.4K -296 -4%
FNB
248
Farmers National Bank
Kentucky
$274K +$11.5K +299 +4%
EGWAG
249
Elwood & Goetz Wealth Advisory Group
Georgia
$272K
FA
250
Flagstar Advisors
New York
$268K -$17.1K -442 -6%