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iShares ESG Aware MSCI USA Small-Cap ETF

378 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, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% 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
130
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFP
301
Keener Financial Planning
Texas
$137K 3,284
PCMC
302
Private Capital Management (Colorado)
Colorado
$135K 3,220
UFAC
303
Urban Financial Advisory Corp
Illinois
$133K 3,184 +3,184 New
BWL
304
Bogart Wealth LLC
Virginia
$131K 3,136 +468 +18%
HWM
305
Horizons Wealth Management
North Carolina
$117K 2,803
GA
306
GoalVest Advisory
New York
$107K 2,559
LFG
307
Larson Financial Group
Missouri
$105K 2,514 +596 +31%
OA
308
Operose Advisors
Wisconsin
$103K 2,467 +8 +0.3%
CA
309
CoreCap Advisors
Michigan
$97.9K 2,342 -1,107 -32%
NB
310
NBT Bank
New York
$93.6K 2,238 +2,238 New
KHC
311
Koesten Hirschmann & Crabtree
Kansas
$87K 2,080
4FG
312
4Thought Financial Group
New York
$72K 1,723 +26 +2%
AWM
313
Atticus Wealth Management
Florida
$68.6K 1,639 +4 +0.2%
IRC
314
Investors Research Corp
Georgia
$63.8K 1,526
PS
315
Principal Securities
Iowa
$61.6K 1,473
FCA
316
FinTrust Capital Advisors
South Carolina
$61.5K 1,471 -47 -3%
PW
317
Paladin Wealth
Minnesota
$59.3K 1,417 +1,417 New
S
318
SignatureFD
Georgia
$55.5K 1,327 +101 +8%
GWSG
319
GPS Wealth Strategies Group
Colorado
$47.2K 1,128 +3 +0.3%
Russell Investments Group
320
Russell Investments Group
United Kingdom
$44.1K 1,054 +998 +1,782%
CSC
321
Caldwell Sutter Capital
California
$42.2K 1,008
AA
322
Ancora Advisors
Ohio
$39.7K 950
BCWM
323
Bartlett & Co Wealth Management
Ohio
$38.3K 915
YAL
324
Your Advocates Ltd
Texas
$37.2K 889
MFS
325
Mattson Financial Services
Michigan
$36.1K 937