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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
326
Cardinal Strategic Wealth Guidance
Kentucky
$2K -$3.81K -113 -62%
CB
327
Community Bank
New York
$2K +$1.18K +35 +140%
CIAS
328
CFS Investment Advisory Services
New Jersey
$2K +$2.26M +67,045 New
MHR
329
Matthew Hamilton Rosenberg
$1K
LC
330
Lindbrook Capital
California
$1K +$1.59K +47 New
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
-$653K -20,708 Closed
AWA
332
Aaron Wealth Advisors
Illinois
-$431K -13,711 Closed
Cerity Partners
333
Cerity Partners
New York
-$340K -10,786 Closed
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
-$278K -8,835 Closed
RBA
335
Richard Bernstein Advisors
New York
-$273K -8,655 Closed
NA
336
NewEdge Advisors
Louisiana
-$253K -8,041 Closed
MGIA
337
Moneta Group Investment Advisors
Missouri
-$251K -7,968 Closed
DAS
338
Dynamic Advisor Solutions
Arizona
-$228K -7,226 Closed
SCM
339
Stonehearth Capital Management
Massachusetts
-$231K -7,102 Closed
OMC
340
Old Mission Capital
Illinois
-$212K -6,740 Closed
CGL
341
Clarius Group LLC
Washington
-$201K -6,371 Closed
VWM
342
Venturi Wealth Management
Texas
-$201K -6,370 Closed
SQA
343
Simon Quick Advisors
New Jersey
-$206K -5,847 Closed
ME
344
McIlrath & Eck
Washington
-$16K -499 Closed
AW
345
ACG Wealth
Georgia
-$14K -450 Closed
TWA
346
TCI Wealth Advisors
Arizona
-$13K -422 Closed
CAAS
347
Capital Asset Advisory Services
Michigan
-$11K -351 Closed
MAM
348
Meeder Asset Management
Ohio
-$6K -203 Closed
TAM
349
Tucker Asset Management
Colorado
-$2.93K -93 Closed
ST
350
Smithfield Trust
Pennsylvania
-$1K -27 Closed