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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
Financial Futures
New Jersey
$353K +$340K +8,449 New
AF
227
Advisornet Financial
Minnesota
$352K +$4.3K +107 +1%
WCF
228
West Coast Financial
California
$346K
CAL
229
Capital Analysts LLC
Pennsylvania
$340K +$1.53K +38 +0.5%
JFA
230
JNBA Financial Advisors
Minnesota
$338K -$106K -2,638 -25%
CFGS
231
Concourse Financial Group Securities
Alabama
$334K +$15.7K +391 +5%
OWA
232
One Wealth Advisors
California
$333K -$71.3K -1,774 -18%
SPIA
233
Steward Partners Investment Advisory
New York
$329K +$4.3K +107 +1%
SFP
234
Sandbox Financial Partners
Maryland
$325K +$312K +7,768 New
SP
235
SWS Partners
Ohio
$323K +$19.1K +476 +7%
DC
236
Davenport & Co
Virginia
$322K +$83.9K +2,088 +37%
HBT
237
Hills Bank & Trust
Iowa
$312K -$2.01K -50 -0.7%
JFGLC
238
Johnson Financial Group LLC (Colorado)
Colorado
$308K
GWA
239
GGM Wealth Advisors
Maryland
$306K +$41.3K +1,027 +16%
BHIA
240
Birch Hill Investment Advisors
Massachusetts
$296K +$19.7K +490 +7%
JBA
241
Johnson Bixby & Associates
Washington
$293K -$81.1K -2,017 -22%
UAS
242
United Asset Strategies
New York
$292K -$16K -397 -5%
UCFA
243
United Capital Financial Advisors
Texas
$291K -$28.2K -701 -9%
BFA
244
BBJS Financial Advisors
Washington
$287K +$884 +22 +0.3%
FG
245
Foster Group
Iowa
$286K +$23.5K +585 +9%
FA
246
Flagstar Advisors
New York
$286K -$4.94K -123 -2%
PFA
247
Pathway Financial Advisors
Vermont
$285K -$103K -2,572 -27%
KWM
248
Kingsview Wealth Management
Oregon
$284K +$1.13K +28 +0.4%
CFA
249
CWS Financial Advisors
Michigan
$284K +$603 +15 +0.2%
PA
250
Pinnacle Associates
New York
$280K -$11.9K -295 -4%