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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Cornerstone Wealth Advisors
Minnesota
$212K -$21.6K -500 -9%
ACM
302
Ascent Capital Management
Oregon
$212K +$218K +5,034 New
VCM
303
Viewpoint Capital Management
Washington
$210K
NA
304
Nottingham Advisors
New York
$204K -$19.4K -450 -8%
WRPWM
305
Werba Rubin Papier Wealth Management
California
$201K +$207K +4,784 New
TIA
306
Traphagen Investment Advisors
New Jersey
$201K +$207K +4,778 New
TIM
307
Tortoise Investment Management
New York
$190K +$5.4K +125 +3%
HHGA
308
Halbert Hargrove Global Advisors
California
$185K +$190K +4,390 New
MCM
309
MAI Capital Management
Ohio
$182K +$187K +4,335 New
UB
310
UMB Bank
Missouri
$176K +$38K +880 +27%
DJSG
311
D.J. St. Germain
Massachusetts
$175K +$180K +4,173 New
CA
312
Continuum Advisory
Idaho
$168K -$10K -232 -5%
CA
313
Clearstead Advisors
Ohio
$160K
CWA
314
Carolina Wealth Advisors
South Carolina
$156K -$4.97K -115 -3%
Comerica Bank
315
Comerica Bank
Texas
$154K +$432 +10 +0.3%
ACA
316
American Capital Advisory
Idaho
$152K -$17.5K -405 -10%
CWP
317
Concord Wealth Partners
Virginia
$138K -$13.6K -315 -9%
KFP
318
Keener Financial Planning
Texas
$137K -$692 -16 -0.5%
UFAC
319
Urban Financial Advisory Corp
Illinois
$134K +$562 +13 +0.4%
GA
320
GoalVest Advisory
New York
$125K +$18.4K +425 +17%
LFG
321
Larson Financial Group
Missouri
$119K +$13.4K +309 +12%
AAP
322
Arax Advisory Partners
Colorado
$118K +$101K +2,337 +490%
HWM
323
Horizons Wealth Management
North Carolina
$118K
OA
324
Operose Advisors
Wisconsin
$103K -$648 -15 -0.6%
NB
325
NBT Bank
New York
$94.1K