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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
301
DB Wealth Management Group
California
$27K +$29.5K +875 New
LFG
302
Larson Financial Group
Missouri
$26K
CWA
303
Clearview Wealth Advisors
Oregon
$26K +$4.76K +141 +20%
GRP
304
Global Retirement Partners
California
$25K
ACM
305
Absolute Capital Management
Pennsylvania
$24.6K +$26.9K +798 New
ACA
306
Aptus Capital Advisors
Alabama
$22K +$101 +3 +0.4%
4FG
307
4Thought Financial Group
New York
$22K +$270 +8 +1%
C
308
Covestor
United Kingdom
$19K +$742 +22 +4%
EWM
309
Endurance Wealth Management
Rhode Island
$17K
S
310
SignatureFD
Georgia
$17K +$4.69K +139 +33%
YAL
311
Your Advocates Ltd
Texas
$16K +$34 +1 +0.2%
GWM
312
Geneos Wealth Management
Colorado
$13K +$67 +2 +0.5%
EIP
313
Ellis Investment Partners
Pennsylvania
$12K +$135 +4 +1%
GFPC
314
Global Financial Private Client
Florida
$7.75K -$1.38K -41 -14%
CFFP
315
Center for Financial Planning
Michigan
$7K
KFI
316
Key Financial Inc
Pennsylvania
$7K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.15K +212 New
IWP
318
IAG Wealth Partners
Wisconsin
$6K
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$6K
KFS
320
Kelly Financial Services
Massachusetts
$5.75K
BWL
321
Bogart Wealth LLC
Virginia
$5K
FCAG
322
First Capital Advisors Group
New Jersey
$5K +$5.16K +153 New
FSWA
323
Financial Synergies Wealth Advisors
Texas
$4.58K +$236 +7 +5%
POIA
324
Pin Oak Investment Advisors
Texas
$3K
BC
325
Barrett & Company
Rhode Island
$2.3K +$2.36K +70 New