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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4FG
326
4Thought Financial Group
New York
$24K +$166 +5 +0.7%
ACA
327
Aptus Capital Advisors
Alabama
$19.9K -$3.35K -101 -14%
AF
328
Affiance Financial
Minnesota
$19.2K +$19.4K +585 New
C
329
Covestor
United Kingdom
$19K -$863 -26 -4%
EWM
330
Endurance Wealth Management
Rhode Island
$19K
S
331
SignatureFD
Georgia
$18.3K
CFO
332
CVA Family Office
Colorado
$16.3K +$16.5K +496 New
GWM
333
Geneos Wealth Management
Colorado
$15.7K +$1.13K +34 +8%
CWA
334
Clearview Wealth Advisors
Oregon
$11.5K -$17.1K -515 -60%
BWP
335
Baldwin Wealth Partners
Massachusetts
$9.37K +$9.46K +285 New
GFWA
336
Grey Fox Wealth Advisors
Delaware
$8.68K +$8.77K +264 New
APC
337
Aspire Private Capital
North Carolina
$8.19K +$8.27K +249 New
GFPC
338
Global Financial Private Client
Florida
$8.09K
MCC
339
Money Concepts Capital
Florida
$8.09K +$8.17K +246 New
CFFP
340
Center for Financial Planning
Michigan
$7.17K
KFI
341
Key Financial Inc
Pennsylvania
$6.78K
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$6.61K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$6.58K -$399 -12 -6%
IWP
344
IAG Wealth Partners
Wisconsin
$6.08K
FSWA
345
Financial Synergies Wealth Advisors
Texas
$5.85K +$963 +29 +19%
KFS
346
Kelly Financial Services
Massachusetts
$5.6K -$565 -17 -9%
BWL
347
Bogart Wealth LLC
Virginia
$5.26K
FCAG
348
First Capital Advisors Group
New Jersey
$5.03K
CB
349
Centennial Bank
Arkansas
$3.29K +$3.32K +100 New
POIA
350
Pin Oak Investment Advisors
Texas
$3K