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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWG
301
Summit Wealth Group
Vermont
$36K 1,219,221 +1,184,178 +3,379%
EWA
302
EverSource Wealth Advisors
Alabama
$36K 1,058 -159 -13%
SWA
303
SOA Wealth Advisors
New York
$33.9K 998 +4 +0.4%
YAL
304
Your Advocates Ltd
Texas
$32.7K 962
GWSG
305
GPS Wealth Strategies Group
Colorado
$31.5K 927 +927 New
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$31.3K 922 +721 +359%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$31.1K 915
BC
308
Bartlett & Co
Ohio
$31K 915
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$30.6K 901 -1,154 -56%
DWMG
310
DB Wealth Management Group
California
$29.7K 875
TF
311
TimeScale Financial
Massachusetts
$29.4K 866 -920 -52%
WP
312
WealthShield Partners
North Carolina
$25.5K 749 +749 New
IA
313
IFP Advisors
Florida
$25.3K 937 -17,414 -95%
4FG
314
4Thought Financial Group
New York
$23.3K 686 -37 -5%
GRP
315
Global Retirement Partners
California
$23.3K 708 -22 -3%
C
316
Covestor
United Kingdom
$21K 618 +31 +5%
BWL
317
Bogart Wealth LLC
Virginia
$19.4K 570 +410 +256%
EWM
318
Endurance Wealth Management
Rhode Island
$19K 570
S
319
SignatureFD
Georgia
$18.9K 556
CFO
320
CVA Family Office
Colorado
$16.9K 496
GWM
321
Geneos Wealth Management
Colorado
$16.3K 480 +2 +0.4%
AAG
322
Armstrong Advisory Group
Massachusetts
$12.6K 371 +371 New
EWP
323
Elevation Wealth Partners
California
$12.2K 360 +360 New
CWA
324
Clearview Wealth Advisors
Oregon
$11.9K 349 +1 +0.3%
GFWA
325
Grey Fox Wealth Advisors
Delaware
$10.5K 309 +45 +17%