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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
276
Highland Financial Advisors
New Jersey
$248K +$239K +5,939 New
BAAM
277
Baker Avenue Asset Management
California
$245K +$2.57K +64 +1%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$245K +$235K +5,852 New
FWP
279
Falcon Wealth Planning
California
$242K -$37.9K -944 -14%
SRWM
280
Shira Ridge Wealth Management
California
$240K -$3.1K -77 -1%
PFM
281
Peak Financial Management
Massachusetts
$236K -$14.9K -370 -6%
PWM
282
Perigon Wealth Management
California
$236K -$563 -14 -0.2%
NWMG
283
National Wealth Management Group
Ohio
$233K +$224K +5,565 New
CWA
284
Cornerstone Wealth Advisors
Minnesota
$232K
FPAS
285
Focus Partners Advisor Solutions
Missouri
$228K +$6.55K +163 +3%
PAS
286
Park Avenue Securities
New York
$225K +$216K +5,370 New
BWFA
287
Baltimore-Washington Financial Advisors
Maryland
$225K -$9.73K -242 -4%
KC
288
Kades & Cheifetz
Pennsylvania
$224K +$724 +18 +0.3%
NA
289
Nottingham Advisors
New York
$222K +$213K +5,306 New
Members Trust
290
Members Trust
Florida
$221K
LT
291
Legacy Trust
Michigan
$220K +$212K +5,266 New
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$212K +$202K +5,022 +66%
AssetMark Inc
293
AssetMark Inc
California
$212K -$1.57K -39 -0.8%
VCM
294
Viewpoint Capital Management
Washington
$209K +$201K +5,000 New
PMG
295
ProVise Management Group
Florida
$201K -$16.2K -403 -8%
CA
296
Continuum Advisory
Idaho
$186K
TIM
297
Tortoise Investment Management
New York
$184K +$1.61K +40 +0.9%
ACA
298
American Capital Advisory
Idaho
$168K -$23K -572 -12%
CWA
299
Carolina Wealth Advisors
South Carolina
$160K
CA
300
Clearstead Advisors
Ohio
$159K