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iShares ESG Aware MSCI USA Small-Cap ETF

378 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, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% 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
130
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
276
Falcon Wealth Planning
California
$242K 5,794 -944 -14%
SRWM
277
Shira Ridge Wealth Management
California
$240K 5,732 -77 -1%
PFM
278
Peak Financial Management
Massachusetts
$236K 5,654 -370 -6%
PWM
279
Perigon Wealth Management
California
$236K 5,647 -14 -0.2%
NWMG
280
National Wealth Management Group
Ohio
$233K 5,565 +5,565 New
CWA
281
Cornerstone Wealth Advisors
Minnesota
$232K 5,550
FPAS
282
Focus Partners Advisor Solutions
Missouri
$228K 5,453 +163 +3%
PAS
283
Park Avenue Securities
New York
$225K 5,370 +5,370 New
BWFA
284
Baltimore-Washington Financial Advisors
Maryland
$225K 5,372 -242 -4%
KC
285
Kades & Cheifetz
Pennsylvania
$224K 5,367 +18 +0.3%
NA
286
Nottingham Advisors
New York
$222K 5,306 +5,306 New
Members Trust
287
Members Trust
Florida
$221K 5,283
LT
288
Legacy Trust
Michigan
$220K 5,266 +5,266 New
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$212K 12,632 +5,022 +66%
AssetMark Inc
290
AssetMark Inc
California
$212K 5,078 -39 -0.8%
VCM
291
Viewpoint Capital Management
Washington
$209K 5,000 +5,000 New
PMG
292
ProVise Management Group
Florida
$201K 4,798 -403 -8%
CA
293
Continuum Advisory
Idaho
$186K 4,233
TIM
294
Tortoise Investment Management
New York
$184K 4,392 +40 +0.9%
ACA
295
American Capital Advisory
Idaho
$168K 4,016 -572 -12%
CWA
296
Carolina Wealth Advisors
South Carolina
$160K 3,826
CA
297
Clearstead Advisors
Ohio
$159K 3,813
Comerica Bank
298
Comerica Bank
Texas
$153K 3,660 +1,192 +48%
CWP
299
Concord Wealth Partners
Virginia
$151K 3,605 -3,895 -52%
UB
300
UMB Bank
Missouri
$138K 3,306