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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
276
Trust Company
Kansas
$258K -$8.64K -200 -3%
LW
277
Linscomb Wealth
Texas
$258K +$265K +6,137 New
FCIM
278
Fairview Capital Investment Management
California
$257K
AssetMark Inc
279
AssetMark Inc
California
$251K +$39K +902 +18%
BAAM
280
Baker Avenue Asset Management
California
$251K +$3.85K +89 +2%
AWS
281
Atria Wealth Solutions
New York
$250K +$257K +5,940 New
GWM
282
Grand Wealth Management
Michigan
$249K -$1.6K -37 -0.6%
NWMG
283
National Wealth Management Group
Ohio
$246K +$12.1K +279 +5%
PAS
284
Park Avenue Securities
New York
$245K +$20.1K +465 +9%
NAS
285
NWF Advisory Services
California
$241K +$248K +5,731 New
FFS
286
Founders Financial Securities
Maryland
$239K -$21.6K -499 -8%
HI
287
Horizon Investments
North Carolina
$239K -$21.6K -499 -8%
SRWM
288
Shira Ridge Wealth Management
California
$239K -$2.59K -60 -1%
PFM
289
Peak Financial Management
Massachusetts
$238K
AWA
290
Aaron Wealth Advisors
Illinois
$235K -$23.3K -538 -9%
BBA
291
BLB&B Advisors
Pennsylvania
$234K -$16.6K -384 -6%
FWP
292
Falcon Wealth Planning
California
$231K -$12.6K -291 -5%
MBFW
293
Morton Brown Family Wealth
Pennsylvania
$228K -$34.6K -801 -13%
KC
294
Kades & Cheifetz
Pennsylvania
$227K +$951 +22 +0.4%
BWFA
295
Baltimore-Washington Financial Advisors
Maryland
$226K
AF
296
Advisornet Financial
Minnesota
$222K -$135K -3,133 -37%
Members Trust
297
Members Trust
Florida
$222K
LT
298
Legacy Trust
Michigan
$221K
FF
299
Finley Financial
Nevada
$215K +$216K +5,000 New
FFA
300
Farther Finance Advisors
California
$214K -$59.7K -1,382 -21%