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iShares ESG Aware MSCI USA Small-Cap ETF

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
156
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FG
251
Foster Group
Iowa
$293K +$5.64K +134 +2%
FA
252
Flagstar Advisors
New York
$288K +$1.22K +29 +0.4%
PFA
253
Pathway Financial Advisors
Vermont
$287K
TFO
254
Tarbox Family Office
California
$282K +$757 +18 +0.3%
CFA
255
CWS Financial Advisors
Michigan
$281K -$3.95K -94 -1%
MWP
256
Moller Wealth Partners
$279K -$715 -17 -0.3%
OFG
257
Opulen Financial Group
Virginia
$275K +$275K +6,531 New
UAS
258
United Asset Strategies
New York
$273K -$21K -500 -7%
LA
259
LWM Advisors
California
$273K +$273K +6,490 New
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$272K +$25.8K +613 +10%
NP
261
NorthRock Partners
Minnesota
$272K +$9.42K +224 +4%
PWMAG
262
Pinnacle Wealth Management Advisory Group
New Jersey
$271K +$5.09K +121 +2%
RFA
263
RTD Financial Advisors
Pennsylvania
$271K
KWM
264
Kingsview Wealth Management
Oregon
$265K -$20.4K -486 -7%
HFA
265
Highland Financial Advisors
New Jersey
$264K +$13.9K +329 +6%
OPS
266
Orion Portfolio Solutions
Nebraska
$262K -$2.07M -49,162 -89%
BCI
267
Brinker Capital Investments
Pennsylvania
$262K -$2.07M -49,162 -89%
PWM
268
Perigon Wealth Management
California
$260K +$16.3K +378 +7%
AF
269
Amara Financial
California
$260K +$7.95K +189 +3%
OGF
270
Orin Green Financial
California
$259K -$258K -6,170 Closed
TWA
271
TCI Wealth Advisors
Arizona
$259K -$1.22K -29 -0.5%
WFA
272
Wade Financial Advisory
California
$259K -$1.18K -28 -0.5%
TC
273
Trust Company
Kansas
$258K -$8.41K -200 -3%
LW
274
Linscomb Wealth
Texas
$258K +$258K +6,137 New
FCIM
275
Fairview Capital Investment Management
California
$257K