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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$59.4K 1,765
BWL
302
Bogart Wealth LLC
Virginia
$48.6K 1,444 +865 +149%
AWM
303
Atticus Wealth Management
Florida
$48.4K 1,438
MFC
304
Morris Financial Concepts
South Carolina
$46.4K 1,380
HPC
305
HM Payson & Co
Maine
$44.6K 1,326
IRC
306
Investors Research Corp
Georgia
$42.6K 1,265 +153 +14%
SWM
307
Spire Wealth Management
Virginia
$37.5K 1,114 +431 +63%
SWM
308
Sugarloaf Wealth Management
Georgia
$37.2K 1,104 -1,677 -60%
LFG
309
Larson Financial Group
Missouri
$36.9K 1,097
Citigroup
310
Citigroup
New York
$33.1K 985 +985 New
GWSG
311
GPS Wealth Strategies Group
Colorado
$31.2K 927
BC
312
Bartlett & Co
Ohio
$31K 915
BCWM
313
Bartlett & Co Wealth Management
Ohio
$30.9K 915
YAL
314
Your Advocates Ltd
Texas
$29.9K 888
DWMG
315
DB Wealth Management Group
California
$29.4K 875
GRP
316
Global Retirement Partners
California
$26.4K 808
4FG
317
4Thought Financial Group
New York
$25.5K 757 +1 +0.1%
IA
318
IFP Advisors
Florida
$21.7K 646 +7 +1%
BCM
319
Bourgeon Capital Management
Connecticut
$21.4K 635 +105 +20%
AAG
320
Armstrong Advisory Group
Massachusetts
$20.1K 597 +45 +8%
C
321
Covestor
United Kingdom
$20K 583 -12 -2%
S
322
SignatureFD
Georgia
$19.8K 588 +81 +16%
WP
323
WealthShield Partners
North Carolina
$18.7K 555 -222 -29%
LFA
324
LGT Financial Advisors
Texas
$17.4K 518 +518 New
EWA
325
EverSource Wealth Advisors
Alabama
$16.9K 502 -556 -53%