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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$133K
UB
302
UMB Bank
Missouri
$127K
KFP
303
Keener Financial Planning
Texas
$126K
PCMC
304
Private Capital Management (Colorado)
Colorado
$124K
HWM
305
Horizons Wealth Management
North Carolina
$113K -$89.7K -2,324 -45%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$112K -$9.34K -242 -8%
BWL
307
Bogart Wealth LLC
Virginia
$103K +$39.4K +1,021 +62%
GA
308
GoalVest Advisory
New York
$98.5K
Comerica Bank
309
Comerica Bank
Texas
$95K +$232 +6 +0.2%
OA
310
Operose Advisors
Wisconsin
$94.7K -$270 -7 -0.3%
KHC
311
Koesten Hirschmann & Crabtree
Kansas
$83.8K
LFG
312
Larson Financial Group
Missouri
$73.9K +$31.3K +812 +73%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$73.5K -$1.2K -31 -2%
4FG
314
4Thought Financial Group
New York
$65.3K -$2.43K -63 -4%
AWM
315
Atticus Wealth Management
Florida
$62.9K -$7.49K -194 -11%
VAMG
316
Voisard Asset Management Group
Michigan
$61.1K
IRC
317
Investors Research Corp
Georgia
$58.8K
FCA
318
FinTrust Capital Advisors
South Carolina
$58.4K +$10.4K +270 +22%
PS
319
Principal Securities
Iowa
$56.7K
S
320
SignatureFD
Georgia
$47.2K +$4.13K +107 +10%
GWSG
321
GPS Wealth Strategies Group
Colorado
$43.3K +$11.7K +302 +37%
CSC
322
Caldwell Sutter Capital
California
$38.8K +$11.1K +288 +40%
AA
323
Ancora Advisors
Ohio
$36.6K
MFS
324
Mattson Financial Services
Michigan
$36.1K +$36.2K +937 New
US Bancorp
325
US Bancorp
Minnesota
$35.6K -$10.7K -276 -23%