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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
301
Comerica Bank
Texas
$153K +$47.9K +1,192 +48%
CWP
302
Concord Wealth Partners
Virginia
$151K -$157K -3,895 -52%
UB
303
UMB Bank
Missouri
$138K
KFP
304
Keener Financial Planning
Texas
$137K
PCMC
305
Private Capital Management (Colorado)
Colorado
$135K
UFAC
306
Urban Financial Advisory Corp
Illinois
$133K +$128K +3,184 New
BWL
307
Bogart Wealth LLC
Virginia
$131K +$18.8K +468 +18%
HWM
308
Horizons Wealth Management
North Carolina
$117K
GA
309
GoalVest Advisory
New York
$107K
LFG
310
Larson Financial Group
Missouri
$105K +$24K +596 +31%
OA
311
Operose Advisors
Wisconsin
$103K +$322 +8 +0.3%
CA
312
CoreCap Advisors
Michigan
$97.9K -$44.5K -1,107 -32%
NB
313
NBT Bank
New York
$93.6K +$90K +2,238 New
KHC
314
Koesten Hirschmann & Crabtree
Kansas
$87K
4FG
315
4Thought Financial Group
New York
$72K +$1.04K +26 +2%
AWM
316
Atticus Wealth Management
Florida
$68.6K +$161 +4 +0.2%
IRC
317
Investors Research Corp
Georgia
$63.8K
PS
318
Principal Securities
Iowa
$61.6K
FCA
319
FinTrust Capital Advisors
South Carolina
$61.5K -$1.89K -47 -3%
PW
320
Paladin Wealth
Minnesota
$59.3K +$57K +1,417 New
S
321
SignatureFD
Georgia
$55.5K +$4.06K +101 +8%
GWSG
322
GPS Wealth Strategies Group
Colorado
$47.2K +$121 +3 +0.3%
Russell Investments Group
323
Russell Investments Group
United Kingdom
$44.1K +$40.1K +998 +1,782%
CSC
324
Caldwell Sutter Capital
California
$42.2K
AA
325
Ancora Advisors
Ohio
$39.7K