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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
251
Tarbox Family Office
California
$279K +$563 +14 +0.2%
WFA
252
Wells Financial Advisors
Massachusetts
$279K
MWP
253
Moller Wealth Partners
$278K -$1.04K -26 -0.4%
FWM
254
Focused Wealth Management
New York
$273K +$16.2K +403 New
FFA
255
Farther Finance Advisors
California
$271K -$1.89K -47 -0.7%
RFA
256
RTD Financial Advisors
Pennsylvania
$269K
FPF
257
First Pacific Financial
Washington
$267K +$111K +2,770 +76%
P
258
&Partners
Tennessee
$267K +$8.48K +211 +3%
FHA
259
First Horizon Advisors
Tennessee
$267K +$844 +21 +0.3%
TC
260
Trust Company
Kansas
$265K +$1.45K +36 +0.6%
PWMAG
261
Pinnacle Wealth Management Advisory Group
New Jersey
$264K
AWM
262
Apollon Wealth Management
South Carolina
$262K +$121 +3 +0%
NP
263
NorthRock Partners
Minnesota
$261K +$74.9K +1,863 +43%
MBFW
264
Morton Brown Family Wealth
Pennsylvania
$261K
TWA
265
TCI Wealth Advisors
Arizona
$259K
WFA
266
Wade Financial Advisory
California
$259K +$161 +4 +0.1%
FFS
267
Founders Financial Securities
Maryland
$258K -$4.34K -108 -2%
HI
268
Horizon Investments
North Carolina
$258K -$4.34K -108 -2%
OGF
269
Orin Green Financial
California
$258K -$21.2K -527 -8%
AWA
270
Aaron Wealth Advisors
Illinois
$256K +$241 +6 +0.1%
FCIM
271
Fairview Capital Investment Management
California
$255K +$1K +25 +0.4%
AF
272
Amara Financial
California
$250K +$241K +5,985 New
VAF
273
Values Added Financial
District of Columbia
$250K +$11.9K +297 +5%
GWM
274
Grand Wealth Management
Michigan
$249K -$402 -10 -0.2%
BBA
275
BLB&B Advisors
Pennsylvania
$248K -$112K -2,786 -32%