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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
ACG Wealth
Georgia
$14K +$15.5K +450 New
S
302
SignatureFD
Georgia
$13K
TWA
303
TCI Wealth Advisors
Arizona
$13K +$14.5K +422 New
EIP
304
Ellis Investment Partners
Pennsylvania
$12K -$17.4K -506 -57%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$12K +$791 +23 +7%
CAAS
306
Capital Asset Advisory Services
Michigan
$11K +$34 +1 +0.3%
GFPC
307
Global Financial Private Client
Florida
$9.15K
CFFP
308
Center for Financial Planning
Michigan
$7K
KFI
309
Key Financial Inc
Pennsylvania
$7K
IWP
310
IAG Wealth Partners
Wisconsin
$6K
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$6K
CS
312
Credit Suisse
Switzerland
$6K +$6.19K +180 New
CSWG
313
Cardinal Strategic Wealth Guidance
Kentucky
$6K +$6.3K +183 New
MAM
314
Meeder Asset Management
Ohio
$6K +$6.99K +203 New
KFS
315
Kelly Financial Services
Massachusetts
$5.88K -$344 -10 -5%
BWL
316
Bogart Wealth LLC
Virginia
$5K
FSWA
317
Financial Synergies Wealth Advisors
Texas
$4.46K +$4.89K +142 New
POIA
318
Pin Oak Investment Advisors
Texas
$3K
TAM
319
Tucker Asset Management
Colorado
$2.93K +$3.2K +93 New
CB
320
Community Bank
New York
$1K
MHR
321
Matthew Hamilton Rosenberg
$1K
ST
322
Smithfield Trust
Pennsylvania
$1K +$929 +27 New
CIAS
323
CFS Investment Advisory Services
New Jersey
-$1K -44,279 Closed
GC
324
Grimes & Company
Massachusetts
-$710K -18,661 Closed
FANJ
325
Financial Architects (New Jersey)
New Jersey
-$612K -16,093 Closed