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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M 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, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
LGT Financial Advisors
Texas
$114K +$115K +3,455 New
CWA
302
Carolina Wealth Advisors
South Carolina
$111K +$24.8K +746 +28%
FCA
303
FinTrust Capital Advisors
South Carolina
$107K
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$106K -$2.96K -89 -3%
OA
305
Operose Advisors
Wisconsin
$101K +$731 +22 +0.7%
SWM
306
Sugarloaf Wealth Management
Georgia
$99.2K
BFEC
307
Benjamin F. Edwards & Company
Missouri
$94K -$1.33K -40 -1%
MBFW
308
Morton Brown Family Wealth
Pennsylvania
$92K -$55.4K -1,669 -37%
CPG
309
Cornerstone Planning Group
New Jersey
$81.1K +$78.4K +2,361 New
KHC
310
Koesten Hirschmann & Crabtree
Kansas
$68.4K +$69.1K +2,080 New
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$67.6K -$34.5K -1,039 -34%
BAAM
312
Baker Avenue Asset Management
California
$59.2K +$59.8K +1,800 New
LAM
313
Lakewood Asset Management
Illinois
$56K +$56.5K +1,700 New
TF
314
TimeScale Financial
Massachusetts
$54.8K
HPC
315
HM Payson & Co
Maine
$43.6K -$160K -4,831 -78%
IRC
316
Investors Research Corp
Georgia
$40.5K
EWA
317
EverSource Wealth Advisors
Alabama
$40K -$132K -3,975 -77%
TFS
318
TrustCore Financial Services
Tennessee
$39.5K
SWA
319
SOA Wealth Advisors
New York
$32.7K +$133 +4 +0.4%
YAL
320
Your Advocates Ltd
Texas
$31.6K +$14.9K +450 +88%
LFG
321
Larson Financial Group
Missouri
$30.4K +$3.02K +91 +11%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$30.1K
BC
323
Bartlett & Co
Ohio
$30K
DWMG
324
DB Wealth Management Group
California
$28.8K
GRP
325
Global Retirement Partners
California
$24K