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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$391K +$11.9K +276 +3%
DC
227
Davenport & Co
Virginia
$390K +$67.8K +1,568 +20%
PP
228
PrairieView Partners
Minnesota
$388K -$31.2K -723 -7%
EWA
229
Emergent Wealth Advisors
New York
$385K
PPW
230
Presilium Private Wealth
Pennsylvania
$383K +$21.2K +490 +6%
MFA
231
McClarren Financial Advisors
Pennsylvania
$378K +$154K +3,560 +66%
VAF
232
Values Added Financial
District of Columbia
$376K +$129K +2,981 +50%
SPIA
233
Steward Partners Investment Advisory
New York
$371K +$41.3K +956 +12%
EH
234
Equitable Holdings
New York
$367K +$2.68K +62 +0.7%
FA
235
Fountainhead AM
New Jersey
$366K -$12.3K -284 -3%
SFP
236
Sandbox Financial Partners
Maryland
$364K +$38.2K +884 +11%
FNB
237
Farmers National Bank
Kentucky
$363K +$373K +8,632 New
MAG
238
Mokosak Advisory Group
Iowa
$361K -$4.5K -104 -1%
NA
239
Nautilus Advisors
California
$350K +$360K +8,335 New
FF
240
Financial Futures
New Jersey
$350K -$5.1K -118 -1%
CAL
241
Capital Analysts LLC
Pennsylvania
$342K -$303 -7 -0.1%
CFGS
242
Concourse Financial Group Securities
Alabama
$335K -$15K -347 -4%
OWA
243
One Wealth Advisors
California
$334K -$692 -16 -0.2%
AFG
244
Atomi Financial Group
New York
$328K +$337K +7,804 New
JFA
245
JNBA Financial Advisors
Minnesota
$328K -$12.1K -279 -3%
PA
246
Pinnacle Associates
New York
$327K +$18.3K +424 +6%
OFP
247
OLIO Financial Planning
Virginia
$326K +$335K +7,757 New
FPF
248
First Pacific Financial
Washington
$324K +$56.8K +1,315 +21%
GWA
249
GGM Wealth Advisors
Maryland
$313K +$5.45K +126 +2%
JBA
250
Johnson Bixby & Associates
Washington
$305K +$10.2K +235 +3%