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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
IAG Wealth Partners
Wisconsin
$8K -$6.88K -174 -48%
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$8K
MA
253
MUFG Americas
New York
$8K +$2.65K +67 +53%
EVM
254
Eaton Vance Management
Massachusetts
$7K +$6.73K +170 New
BWL
255
Bogart Wealth LLC
Virginia
$6K
LWM
256
Liberty Wealth Management
California
$6K +$514 +13 +9%
CFFP
257
Center for Financial Planning
Michigan
$5K
FRA
258
Front Row Advisors
California
$5K +$1.98K +50 +56%
US Bancorp
259
US Bancorp
Minnesota
$4K +$3.96K +100 New
GRP
260
Global Retirement Partners
California
$2K
NFSG
261
Newbridge Financial Services Group
Florida
$2K
POIA
262
Pin Oak Investment Advisors
Texas
$2K
CWA
263
Clearview Wealth Advisors
Oregon
$2K +$1.98K +50 New
CB
264
Community Bank
New York
$1K
MHR
265
Matthew Hamilton Rosenberg
$1K +$791 +20 New
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1.27K +32 New
Jane Street
267
Jane Street
New York
-$1.25M -30,925 Closed
FIG
268
FundX Investment Group
California
-$2.32K -29,561 Closed
WCFA
269
Walkner Condon Financial Advisors
Wisconsin
-$678K -16,800 Closed
Citadel Advisors
270
Citadel Advisors
Florida
-$394K -9,757 Closed
CIC
271
Cornercap Investment Counsel
Georgia
-$332K -8,228 Closed
PP
272
PDS Planning
Ohio
-$203K -5,025 Closed
Members Trust
273
Members Trust
Florida
-$202K -5,000 Closed
WP
274
WealthShield Partners
North Carolina
-$54K -1,332 Closed
RBA
275
Richard Bernstein Advisors
New York
-$16K -385 Closed