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iShares ESG Aware MSCI USA Small-Cap ETF

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
156
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$251K +$37.9K +902 +18%
BAAM
277
Baker Avenue Asset Management
California
$251K +$3.74K +89 +2%
AWS
278
Atria Wealth Solutions
New York
$250K +$250K +5,940 New
GWM
279
Grand Wealth Management
Michigan
$249K -$1.56K -37 -0.6%
NWMG
280
National Wealth Management Group
Ohio
$246K +$11.7K +279 +5%
PAS
281
Park Avenue Securities
New York
$245K +$19.5K +465 +9%
NAS
282
NWF Advisory Services
California
$241K +$241K +5,731 New
HI
283
Horizon Investments
North Carolina
$239K -$21K -499 -8%
FFS
284
Founders Financial Securities
Maryland
$239K -$21K -499 -8%
SRWM
285
Shira Ridge Wealth Management
California
$239K -$2.52K -60 -1%
PFM
286
Peak Financial Management
Massachusetts
$238K
AWA
287
Aaron Wealth Advisors
Illinois
$235K -$22.6K -538 -9%
BBA
288
BLB&B Advisors
Pennsylvania
$234K -$16.1K -384 -6%
FWP
289
Falcon Wealth Planning
California
$231K -$12.2K -291 -5%
MBFW
290
Morton Brown Family Wealth
Pennsylvania
$228K -$33.7K -801 -13%
KC
291
Kades & Cheifetz
Pennsylvania
$227K +$925 +22 +0.4%
BWFA
292
Baltimore-Washington Financial Advisors
Maryland
$226K
AF
293
Advisornet Financial
Minnesota
$222K -$132K -3,133 -37%
Members Trust
294
Members Trust
Florida
$222K
LT
295
Legacy Trust
Michigan
$221K
FF
296
Finley Financial
Nevada
$215K +$215K +5,000 New
FFA
297
Farther Finance Advisors
California
$214K -$58.1K -1,382 -21%
CWA
298
Cornerstone Wealth Advisors
Minnesota
$212K -$21K -500 -9%
ACM
299
Ascent Capital Management
Oregon
$212K +$212K +5,034 New
VCM
300
Viewpoint Capital Management
Washington
$210K