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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
326
Baird Financial Group
Wisconsin
-$494K -12,981 Closed
EBA
327
Eagle Bay Advisors
New York
-$402K -10,558 Closed
AWM
328
Aries Wealth Management
Maine
-$373K -9,808 Closed
MYIA
329
Mount Yale Investment Advisors
Colorado
-$363K -9,546 Closed
GWA
330
GGM Wealth Advisors
Maryland
-$348K -9,250 Closed
FA
331
Flagstar Advisors
New York
-$281K -7,403 Closed
TI
332
tru Independence
Oregon
-$260K -6,855 Closed
PP
333
PDS Planning
Ohio
-$254K -6,690 Closed
REMPR
334
Roof Eidam Maycock Peralta (REMP)
California
-$254K -6,675 Closed
FFS
335
Founders Financial Securities
Maryland
-$240K -6,297 Closed
SIM
336
Seaview Investment Managers
Florida
-$236K -6,208 Closed
SWA
337
Stratos Wealth Advisors
Ohio
-$234K -6,163 Closed
TCA
338
Transcend Capital Advisors
New Jersey
-$234K -6,144 Closed
BFP
339
Brewster Financial Planning
New York
-$233K -6,135 Closed
HHGA
340
Halbert Hargrove Global Advisors
California
-$226K -5,949 Closed
SEA
341
Stegent Equity Advisors
Texas
-$225K -5,905 Closed
SHWM
342
Silicon Hills Wealth Management
Texas
-$221K -5,820 Closed
V
343
Veritable
Delaware
-$219K -5,750 Closed
MPW
344
Monterey Private Wealth
California
-$219K -5,686 Closed
KWM
345
Kingsview Wealth Management
Oregon
-$216K -5,677 Closed
HFA
346
High Falls Advisors
New York
-$214K -5,622 Closed
RFA
347
RTD Financial Advisors
Pennsylvania
-$213K -5,598 Closed
MWP
348
Moller Wealth Partners
-$211K -5,559 Closed
RMCM
349
Reynders McVeigh Capital Management
Massachusetts
-$209K -5,494 Closed
Members Trust
350
Members Trust
Florida
-$205K -5,377 Closed