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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
CWS Financial Advisors
Michigan
$258K +$2.49K +75 +1%
FA
252
Fountainhead AM
New Jersey
$256K +$19.9K +598 +8%
FPF
253
First Pacific Financial
Washington
$252K -$327K -9,859 -56%
IAG
254
Ipsen Advisor Group
Arkansas
$252K +$255K +7,669 New
EGWAG
255
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$18K -542 -7%
BRWA
256
B. Riley Wealth Advisors
Florida
$249K -$34.5K -1,038 -12%
PP
257
PrairieView Partners
Minnesota
$248K +$109K +3,269 +76%
HBT
258
Hills Bank & Trust
Iowa
$247K +$250K +7,517 New
FA
259
Flagstar Advisors
New York
$244K -$18.8K -565 -7%
NA
260
NewEdge Advisors
Louisiana
$243K +$245K +7,387 New
AFAS
261
Acorn Financial Advisory Services
Virginia
$240K -$322K -9,694 -57%
VHAM
262
Van Hulzen Asset Management
California
$238K
PA
263
Pinnacle Associates
New York
$237K +$133 +4 +0.1%
BWFA
264
Baltimore-Washington Financial Advisors
Maryland
$237K -$56.5K -1,700 -19%
WWG
265
West Wealth Group
California
$236K +$5.08K +153 +2%
CA
266
CoreCap Advisors
Michigan
$233K -$7.51K -226 -3%
OIA
267
OneDigital Investment Advisors
Kansas
$231K +$234K +7,036 New
DL
268
DOHJ LLC
Washington
$231K -$138K -4,141 -37%
MYIA
269
Mount Yale Investment Advisors
Colorado
$230K -$86.8K -2,614 -27%
FCIM
270
Fairview Capital Investment Management
California
$222K
1SB
271
1ST Source Bank
Indiana
$221K -$465 -14 -0.2%
AP
272
Appleton Partners
Massachusetts
$220K -$16.6K -500 -7%
SW
273
SVB Wealth
Massachusetts
$218K +$221K +6,640 New
SCM
274
Stordahl Capital Management
Colorado
$217K
SWA
275
Stratos Wealth Advisors
Ohio
$214K +$216K +6,498 New