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iShares ESG Aware MSCI USA Small-Cap ETF

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$133K 4,342 -1,037 -19%
PP
277
PrairieView Partners
Minnesota
$132K 4,289 +691 +19%
LPIC
278
LeJeune Puetz Investment Counsel
Michigan
$127K 4,145
AF
279
Allworth Financial
California
$120K 3,921 +3,481 +791%
CA
280
Clearstead Advisors
Ohio
$117K 3,813 -1,340 -26%
FCA
281
FinTrust Capital Advisors
South Carolina
$105K 3,240 -263 -8%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$102K 3,325 +92 +3%
OLVIG
283
Oliver Lagore Vanvalin Investment Group
Michigan
$95K 3,094 -279 -8%
OA
284
Operose Advisors
Wisconsin
$93K 3,044
SWM
285
Sugarloaf Wealth Management
Georgia
$93K 3,016 +578 +24%
WFA
286
Wipfli Financial Advisors
Wisconsin
$90K 2,937 +2,937 New
BFEC
287
Benjamin F. Edwards & Company
Missouri
$88K 2,885 -28 -1%
CWA
288
Carolina Wealth Advisors
South Carolina
$81K 2,644 +540 +26%
WIM
289
Westside Investment Management
California
$79.4K 2,560 +2,560 New
TF
290
TimeScale Financial
Massachusetts
$55K 1,786
TIM
291
Tortoise Investment Management
New York
$54K 1,770
OPW
292
Oxler Private Wealth
New York
$49K 506 +506 New
BWM
293
BerganKDV Wealth Management
Minnesota
$46K 1,500
IRC
294
Investors Research Corp
Georgia
$38K 1,233 +270 +28%
TFS
295
TrustCore Financial Services
Tennessee
$37K 1,200 -620 -34%
SWA
296
SOA Wealth Advisors
New York
$30K 990
BCWM
297
Bartlett & Co Wealth Management
Ohio
$28.1K 915
BC
298
Bartlett & Co
Ohio
$28K 915
MA
299
MUFG Americas
New York
$27K 893
DWMG
300
DB Wealth Management Group
California
$27K 875 +875 New