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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Pinnacle Associates
New York
$221K -$92.7K -2,746 -28%
AP
252
Appleton Partners
Massachusetts
$221K
FA
253
Fountainhead AM
New Jersey
$220K -$54.1K -1,603 -18%
RWP
254
RWA Wealth Partners
Massachusetts
$216K -$2.12M -62,890 -90%
PCMC
255
Private Capital Management (Colorado)
Colorado
$215K -$58.3K -1,728 -20%
HWMA
256
Heritage Wealth Management (Arizona)
Arizona
$215K -$15.1K -446 -6%
WWG
257
West Wealth Group
California
$215K +$236 +7 +0.1%
SA
258
Shilanski & Associates
Alaska
$215K +$237K +7,019 New
CW
259
CreativeOne Wealth
Kansas
$214K -$49.6K -1,470 -17%
MCWS
260
McKinley Carter Wealth Services
West Virginia
$207K +$5.6K +166 +3%
FCIM
261
Fairview Capital Investment Management
California
$207K +$6.75K +200 +3%
1SB
262
1ST Source Bank
Indiana
$206K
UCFA
263
United Capital Financial Advisors
Texas
$205K +$225K +6,678 New
CFA
264
CWS Financial Advisors
Michigan
$203K
SCM
265
Stordahl Capital Management
Colorado
$203K
KWM
266
Kingsview Wealth Management
Oregon
$200K +$220K +6,529 New
BAM
267
Belpointe Asset Management
Nevada
$191K -$10K -297 -5%
HPC
268
HM Payson & Co
Maine
$189K +$74.9K +2,219 +56%
TC
269
Trust Company
Kansas
$187K -$54.1K -1,603 -21%
PA
270
Parallel Advisors
California
$184K -$305K -9,042 -60%
US Bancorp
271
US Bancorp
Minnesota
$175K +$18.2K +539 +10%
EWA
272
EverSource Wealth Advisors
Alabama
$159K -$6.82K -202 -4%
CFD
273
Creative Financial Designs
Indiana
$157K -$20.7K -612 -11%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$145K +$11.8K +351 +8%
MBFW
275
Morton Brown Family Wealth
Pennsylvania
$137K +$270 +8 +0.2%