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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCIM
276
Fairview Capital Investment Management
California
$203K
MWP
277
Moller Wealth Partners
$202K -$1.62K -48 -0.8%
PP
278
PDS Planning
Ohio
$201K
FFA
279
Farther Finance Advisors
California
$199K -$80.1K -2,379 -29%
IFAM
280
Institutional & Family Asset Management
Colorado
$197K -$740 -22 -0.4%
TC
281
Trust Company
Kansas
$191K -$10.5K -313 -5%
BAAM
282
Baker Avenue Asset Management
California
$186K +$186K +5,526 New
TIM
283
Tortoise Investment Management
New York
$141K +$1.41K +42 +1%
UB
284
UMB Bank
Missouri
$137K -$26.1K -777 -16%
CWA
285
Carolina Wealth Advisors
South Carolina
$126K +$19.1K +568 +18%
GIA
286
Goodwin Investment Advisory
Georgia
$123K -$179K -5,329 -59%
Comerica Bank
287
Comerica Bank
Texas
$111K +$111K +3,311 New
BFEC
288
Benjamin F. Edwards & Company
Missouri
$106K +$7.8K +232 +8%
FCA
289
FinTrust Capital Advisors
South Carolina
$103K -$5.55K -165 -5%
PC
290
Pecaut & Co
Iowa
$102K -$6.83K -203 -6%
OA
291
Operose Advisors
Wisconsin
$93.5K
CCA
292
Column Capital Advisors
Indiana
$91.3K +$34 +1 +0%
ACA
293
Aptus Capital Advisors
Alabama
$88K -$90.9K -2,700 -51%
GA
294
GoalVest Advisory
New York
$86.1K +$57.5K +1,710 +201%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$80.5K -$11.3K -337 -12%
PCMC
296
Private Capital Management (Colorado)
Colorado
$79.5K -$18.5K -550 -19%
VWM
297
Venturi Wealth Management
Texas
$79.1K -$79.3K -2,356 -50%
CFD
298
Creative Financial Designs
Indiana
$73.9K -$18.6K -552 -20%
KHC
299
Koesten Hirschmann & Crabtree
Kansas
$70K
FPF
300
First Pacific Financial
Washington
$64.8K -$4.14K -123 -6%