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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$213K +$25.3K +763 +13%
MCWS
277
McKinley Carter Wealth Services
West Virginia
$211K -$10K -302 -4%
PCMC
278
Private Capital Management (Colorado)
Colorado
$211K -$19.8K -595 -8%
TC
279
Trust Company
Kansas
$211K +$10.8K +324 +5%
CW
280
CreativeOne Wealth
Kansas
$206K -$23.7K -713 -10%
BFA
281
BBJS Financial Advisors
Washington
$203K +$205K +6,186 New
REMPR
282
Roof Eidam Maycock Peralta (REMP)
California
$203K +$205K +6,175 New
BMWM
283
Brown Miller Wealth Management
Virginia
$202K +$204K +6,145 New
BFP
284
Brewster Financial Planning
New York
$202K +$204K +6,135 New
CF
285
Corrigan Financial
Rhode Island
$201K +$203K +6,127 New
BAM
286
Belpointe Asset Management
Nevada
$201K -$4.82K -145 -2%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$200K +$202K +6,085 New
CFGS
288
Concourse Financial Group Securities
Alabama
$190K +$48K +1,445 +33%
PA
289
Parallel Advisors
California
$164K -$33.2K -1,001 -17%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$156K +$664 +20 +0.4%
CFD
291
Creative Financial Designs
Indiana
$152K -$17K -512 -10%
AF
292
Allworth Financial
California
$149K +$20.6K +621 +16%
FCA
293
Fortis Capital Advisors
Kansas
$149K +$151K +4,537 New
PIMG
294
Patriot Investment Management Group
Tennessee
$149K +$138K +4,142 New
CS
295
Comerica Securities
Michigan
$145K +$146K +4,396 New
LPIC
296
LeJeune Puetz Investment Counsel
Michigan
$136K
CA
297
Clearstead Advisors
Ohio
$125K
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$123K +$124K +3,735 New
TIM
299
Tortoise Investment Management
New York
$116K +$58.8K +1,770 +100%
TWA
300
TCI Wealth Advisors
Arizona
$116K +$117K +3,533 New