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iShares ESG Aware MSCI USA Small-Cap ETF

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
301
Carolina Wealth Advisors
South Carolina
$111K 3,390 +746 +28%
FCA
302
FinTrust Capital Advisors
South Carolina
$107K 3,240
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$106K 3,236 -89 -3%
OA
304
Operose Advisors
Wisconsin
$101K 3,066 +22 +0.7%
SWM
305
Sugarloaf Wealth Management
Georgia
$99.2K 3,016
BFEC
306
Benjamin F. Edwards & Company
Missouri
$94K 2,845 -40 -1%
MBFW
307
Morton Brown Family Wealth
Pennsylvania
$92K 2,799 -1,669 -37%
CPG
308
Cornerstone Planning Group
New Jersey
$81.1K 2,361 +2,361 New
KHC
309
Koesten Hirschmann & Crabtree
Kansas
$68.4K 2,080 +2,080 New
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$67.6K 2,055 -1,039 -34%
BAAM
311
Baker Avenue Asset Management
California
$59.2K 1,800 +1,800 New
LAM
312
Lakewood Asset Management
Illinois
$56K 1,700 +1,700 New
TF
313
TimeScale Financial
Massachusetts
$54.8K 1,786
HPC
314
HM Payson & Co
Maine
$43.6K 1,326 -4,831 -78%
IRC
315
Investors Research Corp
Georgia
$40.5K 1,233
EWA
316
EverSource Wealth Advisors
Alabama
$40K 1,217 -3,975 -77%
TFS
317
TrustCore Financial Services
Tennessee
$39.5K 1,200
SWA
318
SOA Wealth Advisors
New York
$32.7K 994 +4 +0.4%
YAL
319
Your Advocates Ltd
Texas
$31.6K 962 +450 +88%
LFG
320
Larson Financial Group
Missouri
$30.4K 925 +91 +11%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$30.1K 915
BC
322
Bartlett & Co
Ohio
$30K 915
DWMG
323
DB Wealth Management Group
California
$28.8K 875
GRP
324
Global Retirement Partners
California
$24K 730
4FG
325
4Thought Financial Group
New York
$24K 723 +5 +0.7%