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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
CWS Financial Advisors
Michigan
$208K +$482 +14 +0.2%
MCWS
252
McKinley Carter Wealth Services
West Virginia
$207K +$36.7K +1,066 +19%
BAM
253
Belpointe Asset Management
Nevada
$206K -$17.3K -504 -7%
FCIM
254
Fairview Capital Investment Management
California
$206K +$1.72K +50 +0.8%
SQA
255
Simon Quick Advisors
New Jersey
$206K +$201K +5,847 New
VWM
256
Venturi Wealth Management
Texas
$201K -$13.4K -389 -6%
CGL
257
Clarius Group LLC
Washington
$201K +$16.9K +490 +8%
CFD
258
Creative Financial Designs
Indiana
$181K -$58.4K -1,698 -23%
CAL
259
Capital Analysts LLC
Pennsylvania
$179K +$43.2K +1,254 +28%
UWM
260
Urban Wealth Management
California
$171K +$187K +5,420 New
EWA
261
EverSource Wealth Advisors
Alabama
$170K -$10.8K -315 -6%
CFGS
262
Concourse Financial Group Securities
Alabama
$169K +$16.3K +474 +10%
US Bancorp
263
US Bancorp
Minnesota
$163K +$26.6K +772 +17%
CA
264
Clearstead Advisors
Ohio
$162K -$413 -12 -0.2%
MBFW
265
Morton Brown Family Wealth
Pennsylvania
$140K +$2.72K +79 +2%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$138K +$482 +14 +0.3%
LPIC
267
LeJeune Puetz Investment Counsel
Michigan
$130K
HPC
268
HM Payson & Co
Maine
$124K +$101K +2,938 +294%
FCA
269
FinTrust Capital Advisors
South Carolina
$117K
PP
270
PrairieView Partners
Minnesota
$113K -$23.5K -683 -16%
OLVIG
271
Oliver Lagore Vanvalin Investment Group
Michigan
$106K -$35K -1,016 -23%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$101K +$46.2K +1,342 +71%
OA
273
Operose Advisors
Wisconsin
$96K +$241 +7 +0.2%
AF
274
Advisornet Financial
Minnesota
$93K -$2.51K -73 -2%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$92K -$6.78K -197 -6%