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iShares ESG Aware MSCI USA Small-Cap ETF

378 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, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% 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
130
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$340K 8,129 +38 +0.5%
JFA
227
JNBA Financial Advisors
Minnesota
$338K 8,076 -2,638 -25%
CFGS
228
Concourse Financial Group Securities
Alabama
$334K 7,987 +391 +5%
OWA
229
One Wealth Advisors
California
$333K 7,958 -1,774 -18%
SPIA
230
Steward Partners Investment Advisory
New York
$329K 7,877 +107 +1%
SFP
231
Sandbox Financial Partners
Maryland
$325K 7,768 +7,768 New
SP
232
SWS Partners
Ohio
$323K 7,730 +476 +7%
DC
233
Davenport & Co
Virginia
$322K 7,702 +2,088 +37%
HBT
234
Hills Bank & Trust
Iowa
$312K 7,469 -50 -0.7%
JFGLC
235
Johnson Financial Group LLC (Colorado)
Colorado
$308K 7,359
GWA
236
GGM Wealth Advisors
Maryland
$306K 7,314 +1,027 +16%
BHIA
237
Birch Hill Investment Advisors
Massachusetts
$296K 7,070 +490 +7%
JBA
238
Johnson Bixby & Associates
Washington
$293K 7,009 -2,017 -22%
UAS
239
United Asset Strategies
New York
$292K 6,992 -397 -5%
UCFA
240
United Capital Financial Advisors
Texas
$291K 6,960 -701 -9%
BFA
241
BBJS Financial Advisors
Washington
$287K 6,857 +22 +0.3%
FG
242
Foster Group
Iowa
$286K 6,843 +585 +9%
FA
243
Flagstar Advisors
New York
$286K 6,830 -123 -2%
PFA
244
Pathway Financial Advisors
Vermont
$285K 6,821 -2,572 -27%
KWM
245
Kingsview Wealth Management
Oregon
$284K 6,792 +28 +0.4%
CFA
246
CWS Financial Advisors
Michigan
$284K 6,780 +15 +0.2%
PA
247
Pinnacle Associates
New York
$280K 7,355 -295 -4%
TFO
248
Tarbox Family Office
California
$279K 6,677 +14 +0.2%
WFA
249
Wells Financial Advisors
Massachusetts
$279K 6,675
MWP
250
Moller Wealth Partners
$278K 6,644 -26 -0.4%