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iShares ESG Aware MSCI USA Small-Cap ETF

355 hedge funds and large institutions have $983M 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, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FA
251
Fountainhead AM
New Jersey
$256K 7,783 +598 +8%
FPF
252
First Pacific Financial
Washington
$252K 7,679 -9,859 -56%
IAG
253
Ipsen Advisor Group
Arkansas
$252K 7,669 +7,669 New
EGWAG
254
Elwood & Goetz Wealth Advisory Group
Georgia
$250K 7,613 -542 -7%
BRWA
255
B. Riley Wealth Advisors
Florida
$249K 7,580 -1,038 -12%
PP
256
PrairieView Partners
Minnesota
$248K 7,558 +3,269 +76%
HBT
257
Hills Bank & Trust
Iowa
$247K 7,517 +7,517 New
FA
258
Flagstar Advisors
New York
$244K 7,414 -565 -7%
NA
259
NewEdge Advisors
Louisiana
$243K 7,387 +7,387 New
AFAS
260
Acorn Financial Advisory Services
Virginia
$240K 7,294 -9,694 -57%
VHAM
261
Van Hulzen Asset Management
California
$238K 7,251
PA
262
Pinnacle Associates
New York
$237K 7,207 +4 +0.1%
BWFA
263
Baltimore-Washington Financial Advisors
Maryland
$237K 7,206 -1,700 -19%
WWG
264
West Wealth Group
California
$236K 7,163 +153 +2%
CA
265
CoreCap Advisors
Michigan
$233K 7,083 -226 -3%
OIA
266
OneDigital Investment Advisors
Kansas
$231K 7,036 +7,036 New
DL
267
DOHJ LLC
Washington
$231K 7,035 -4,141 -37%
MYIA
268
Mount Yale Investment Advisors
Colorado
$230K 7,000 -2,614 -27%
FCIM
269
Fairview Capital Investment Management
California
$222K 6,750
1SB
270
1ST Source Bank
Indiana
$221K 6,711 -14 -0.2%
AP
271
Appleton Partners
Massachusetts
$220K 6,693 -500 -7%
SW
272
SVB Wealth
Massachusetts
$218K 6,640 +6,640 New
SCM
273
Stordahl Capital Management
Colorado
$217K 6,606
SWA
274
Stratos Wealth Advisors
Ohio
$214K 6,498 +6,498 New
US Bancorp
275
US Bancorp
Minnesota
$213K 6,488 +763 +13%