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iShares ESG Aware MSCI USA Small-Cap ETF

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$168K +$81.5K +2,141 +94%
MBFW
277
Morton Brown Family Wealth
Pennsylvania
$167K
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$166K +$379 +10 +0.2%
PP
279
PrairieView Partners
Minnesota
$163K +$4.07K +107 +3%
OLVIG
280
Oliver Lagore Vanvalin Investment Group
Michigan
$159K +$159K +4,389 New
LPIC
281
LeJeune Puetz Investment Counsel
Michigan
$157K
CWA
282
Carolina Wealth Advisors
South Carolina
$155K
Bessemer Group
283
Bessemer Group
New Jersey
$145K +$145K +3,805 New
MFA
284
McClarren Financial Advisors
Pennsylvania
$138K +$150 +4 +0.1%
FCA
285
FinTrust Capital Advisors
South Carolina
$133K
AIM
286
Acropolis Investment Management
Missouri
$122K -$389K -10,230 -76%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$118K +$118K +3,110 New
OA
288
Operose Advisors
Wisconsin
$116K +$116K +3,037 New
JPMorgan Chase & Co
289
JPMorgan Chase & Co
New York
$116K +$116K +3,038 New
AF
290
Advisornet Financial
Minnesota
$115K +$50.2K +1,314 +77%
SWM
291
Sugarloaf Wealth Management
Georgia
$93K
PCG
292
Private Capital Group
Connecticut
$81K -$8.23K -216 -9%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$72K +$69.3K +1,821 +2,601%
TF
294
TimeScale Financial
Massachusetts
$68K +$191 +5 +0.3%
TIM
295
Tortoise Investment Management
New York
$67K
BWM
296
BerganKDV Wealth Management
Minnesota
$57K
PFS
297
Prospera Financial Services
Texas
$49K +$49K +1,300 New
HFA
298
HC Financial Advisors
California
$47K +$47K +1,240 New
HPC
299
HM Payson & Co
Maine
$38K -$10.7K -282 -22%
BC
300
Bartlett & Co
Ohio
$35K +$35K +915 New