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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Aaron Wealth Advisors
Illinois
$236K +$25.3K +656 +12%
FCIM
277
Fairview Capital Investment Management
California
$234K
PFM
278
Peak Financial Management
Massachusetts
$232K
GWM
279
Grand Wealth Management
Michigan
$230K -$268K -6,938 -54%
SRWM
280
Shira Ridge Wealth Management
California
$224K -$13.8K -357 -6%
BAAM
281
Baker Avenue Asset Management
California
$223K -$1.51K -39 -0.7%
VAF
282
Values Added Financial
District of Columbia
$218K +$8.61K +223 +4%
PWM
283
Perigon Wealth Management
California
$218K +$425 +11 +0.2%
BWFA
284
Baltimore-Washington Financial Advisors
Maryland
$216K
DC
285
Davenport & Co
Virginia
$216K +$2.74K +71 +1%
CWA
286
Cornerstone Wealth Advisors
Minnesota
$214K +$214K +5,550 New
KC
287
Kades & Cheifetz
Pennsylvania
$206K +$502 +13 +0.2%
FPAS
288
Focus Partners Advisor Solutions
Missouri
$204K +$204K +5,290 New
Members Trust
289
Members Trust
Florida
$203K
PMG
290
ProVise Management Group
Florida
$200K +$540 +14 +0.3%
AssetMark Inc
291
AssetMark Inc
California
$197K -$5.83K -151 -3%
IFAM
292
Institutional & Family Asset Management
Colorado
$189K -$1.97K -51 -1%
ACA
293
American Capital Advisory
Idaho
$174K +$55.1K +1,426 +45%
NP
294
NorthRock Partners
Minnesota
$169K -$105K -2,716 -38%
TIM
295
Tortoise Investment Management
New York
$168K +$1.47K +38 +0.9%
CA
296
Continuum Advisory
Idaho
$163K -$39 -1 -0%
CWA
297
Carolina Wealth Advisors
South Carolina
$147K -$8.42K -218 -5%
CA
298
Clearstead Advisors
Ohio
$147K
BFA
299
Brown Financial Advisors
Ohio
$141K +$142K +3,674 New
FPF
300
First Pacific Financial
Washington
$139K +$347 +9 +0.2%