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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
251
Advisornet Financial
Minnesota
$255K 7,506 -2,181 -23%
PP
252
PrairieView Partners
Minnesota
$254K 7,480 -78 -1%
KFSC
253
Keystone Financial Services (Colorado)
Colorado
$250K 7,354 -1,229 -14%
AFAS
254
Acorn Financial Advisory Services
Virginia
$248K 7,294
BWFA
255
Baltimore-Washington Financial Advisors
Maryland
$245K 7,216 +10 +0.1%
PA
256
Pinnacle Associates
New York
$245K 7,209 +2 +0%
SWA
257
Stratos Wealth Advisors
Ohio
$245K 7,206 +708 +11%
1SB
258
1ST Source Bank
Indiana
$242K 7,106 +395 +6%
AG
259
Ascent Group
Virginia
$233K 6,859 -1,294 -16%
SWPG
260
Strategic Wealth Partners Group
Illinois
$231K 7,037 +7,037 New
AP
261
Appleton Partners
Massachusetts
$227K 6,693
CFA
262
CWS Financial Advisors
Michigan
$227K 6,670 -19 -0.3%
SP
263
SWS Partners
Ohio
$226K 6,651 +6,651 New
SCM
264
Stordahl Capital Management
Colorado
$225K 6,606
NYLIM
265
New York Life Investment Management
New York
$222K 6,520 -5,031 -44%
DC
266
DeDora Capital
California
$218K 6,421 -14,826 -70%
ACA
267
Aptus Capital Advisors
Alabama
$213K 6,277 +5,671 +936%
REMPR
268
Roof Eidam Maycock Peralta (REMP)
California
$210K 6,175
BFP
269
Brewster Financial Planning
New York
$209K 6,135
MBFW
270
Morton Brown Family Wealth
Pennsylvania
$208K 6,112 +3,313 +118%
BFA
271
BBJS Financial Advisors
Washington
$208K 6,107 -79 -1%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$207K 6,085
MCWS
273
McKinley Carter Wealth Services
West Virginia
$206K 6,062 -370 -6%
BAM
274
Belpointe Asset Management
Nevada
$206K 6,048 -50 -0.8%
FCIM
275
Fairview Capital Investment Management
California
$205K 6,025 -725 -11%