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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Apollon Wealth Management
South Carolina
$301K +$38.1K +882 +14%
HBT
252
Hills Bank & Trust
Iowa
$295K -$19.1K -443 -6%
WFA
253
Wells Financial Advisors
Massachusetts
$294K +$13.4K +310 +5%
FG
254
Foster Group
Iowa
$293K +$5.79K +134 +2%
FA
255
Flagstar Advisors
New York
$288K +$1.25K +29 +0.4%
PFA
256
Pathway Financial Advisors
Vermont
$287K
TFO
257
Tarbox Family Office
California
$282K +$778 +18 +0.3%
CFA
258
CWS Financial Advisors
Michigan
$281K -$4.06K -94 -1%
MWP
259
Moller Wealth Partners
$279K -$735 -17 -0.3%
OFG
260
Opulen Financial Group
Virginia
$275K +$282K +6,531 New
UAS
261
United Asset Strategies
New York
$273K -$21.6K -500 -7%
LA
262
LWM Advisors
California
$273K +$281K +6,490 New
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$272K +$26.5K +613 +10%
NP
264
NorthRock Partners
Minnesota
$272K +$9.68K +224 +4%
PWMAG
265
Pinnacle Wealth Management Advisory Group
New Jersey
$271K +$5.23K +121 +2%
RFA
266
RTD Financial Advisors
Pennsylvania
$271K
KWM
267
Kingsview Wealth Management
Oregon
$265K -$21K -486 -7%
HFA
268
Highland Financial Advisors
New Jersey
$264K +$14.2K +329 +6%
BCI
269
Brinker Capital Investments
Pennsylvania
$262K -$2.12M -49,162 -89%
OPS
270
Orion Portfolio Solutions
Nebraska
$262K -$2.12M -49,162 -89%
PWM
271
Perigon Wealth Management
California
$260K +$16.3K +378 +7%
AF
272
Amara Financial
California
$260K +$8.17K +189 +3%
OGF
273
Orin Green Financial
California
$259K -$267K -6,170 Closed
TWA
274
TCI Wealth Advisors
Arizona
$259K -$1.25K -29 -0.5%
WFA
275
Wade Financial Advisory
California
$259K -$1.21K -28 -0.5%