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iShares ESG Aware MSCI USA Small-Cap ETF

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$34.8K +$34.8K +915 New
MA
302
MUFG Americas
New York
$34K +$16.2K +425 +91%
TFS
303
TrustCore Financial Services
Tennessee
$34K +$17.3K +450 +103%
EIP
304
Ellis Investment Partners
Pennsylvania
$34K +$23.5K +618 +224%
LFG
305
Larson Financial Group
Missouri
$32K +$16.1K +419 +102%
CWA
306
Clearview Wealth Advisors
Oregon
$29K +$25K +662 +619%
4FG
307
4Thought Financial Group
New York
$27K +$269 +7 +1%
YAL
308
Your Advocates Ltd
Texas
$27K +$27K +715 New
GRP
309
Global Retirement Partners
California
$25K +$25K +749 New
C
310
Covestor
United Kingdom
$24K -$2.72K -71 -10%
EWM
311
Endurance Wealth Management
Rhode Island
$22K +$22K +570 New
GAM
312
Gemmer Asset Management
California
$22K +$22K +581 New
ACA
313
Aptus Capital Advisors
Alabama
$21K +$21K +562 New
WFA
314
Wells Financial Advisors
Massachusetts
$19K -$31.4K -815 -62%
S
315
SignatureFD
Georgia
$16K
GWM
316
Geneos Wealth Management
Colorado
$15K -$1.79K -48 -11%
IRC
317
Investors Research Corp
Georgia
$14K +$14K +363 New
CAAS
318
Capital Asset Advisory Services
Michigan
$13K -$4.64K -125 -26%
Fidelity Investments
319
Fidelity Investments
Massachusetts
$13K +$12.9K +350 +17,500%
GFPC
320
Global Financial Private Client
Florida
$11K +$77 +2 +0.7%
MCC
321
Money Concepts Capital
Florida
$11K +$11K +294 New
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$8K
KFI
323
Key Financial Inc
Pennsylvania
$8K
CFFP
324
Center for Financial Planning
Michigan
$8K
KFS
325
Kelly Financial Services
Massachusetts
$7.49K -$761 -20 -9%