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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
251
BBJS Financial Advisors
Washington
$263K +$618 +16 +0.2%
CFA
252
CWS Financial Advisors
Michigan
$260K +$1.27K +33 +0.5%
KWM
253
Kingsview Wealth Management
Oregon
$260K +$57.9K +1,501 +29%
FWP
254
Falcon Wealth Planning
California
$259K -$4.32K -112 -2%
OGF
255
Orin Green Financial
California
$258K +$259K +6,697 New
WFA
256
Wells Financial Advisors
Massachusetts
$257K -$10.8K -280 -4%
MWP
257
Moller Wealth Partners
$257K +$15.8K +410 +7%
TFO
258
Tarbox Family Office
California
$257K -$5.67K -147 -2%
BHIA
259
Birch Hill Investment Advisors
Massachusetts
$253K +$38K +985 +18%
MBFW
260
Morton Brown Family Wealth
Pennsylvania
$252K -$579 -15 -0.2%
FFA
261
Farther Finance Advisors
California
$249K +$17.1K +442 +7%
S
262
Sunpointe
Missouri
$249K +$250K +6,465 New
PP
263
PDS Planning
Ohio
$248K +$1.39K +36 +0.6%
RFA
264
RTD Financial Advisors
Pennsylvania
$248K
FHA
265
First Horizon Advisors
Tennessee
$245K +$579 +15 +0.2%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$3.86K +100 +2%
TC
267
Trust Company
Kansas
$243K -$10.4K -269 -4%
GWA
268
GGM Wealth Advisors
Maryland
$242K +$243K +6,287 New
FFS
269
Founders Financial Securities
Maryland
$242K +$1.7K +44 +0.7%
HI
270
Horizon Investments
North Carolina
$242K +$243K +6,283 New
AWM
271
Apollon Wealth Management
South Carolina
$241K -$90.6K -2,346 -27%
FG
272
Foster Group
Iowa
$241K +$8.3K +215 +4%
TWA
273
TCI Wealth Advisors
Arizona
$238K
WFA
274
Wade Financial Advisory
California
$238K +$116 +3 +0%
P
275
&Partners
Tennessee
$238K +$6.02K +156 +3%