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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$9.89K 291 -3,444 -92%
BWP
327
Baldwin Wealth Partners
Massachusetts
$9.69K 285
GFPC
328
Global Financial Private Client
Florida
$8.37K 246
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$8.09K 238,146 -60,918 -20%
KFI
330
Key Financial Inc
Pennsylvania
$7.51K 221
CFFP
331
Center for Financial Planning
Michigan
$7.41K 218
KFS
332
Kelly Financial Services
Massachusetts
$6.93K 204 +34 +20%
APC
333
Aspire Private Capital
North Carolina
$6.76K 199 -50 -20%
FSWA
334
Financial Synergies Wealth Advisors
Texas
$6.71K 197 +19 +11%
IWP
335
IAG Wealth Partners
Wisconsin
$6.29K 185
FCAG
336
First Capital Advisors Group
New Jersey
$5.2K 153
BWM
337
BerganKDV Wealth Management
Minnesota
$4.35K 128 +128 New
CB
338
Centennial Bank
Arkansas
$3.4K 100
CSWG
339
Cardinal Strategic Wealth Guidance
Kentucky
$3.33K 98 +28 +40%
BA
340
Bristlecone Advisors
Washington
$2.79K 82 +82 New
BC
341
Barrett & Company
Rhode Island
$2.38K 70
CB
342
Community Bank
New York
$1.19K 35
CA
343
Centerpoint Advisors
Massachusetts
$1K 18 +18 New
MHR
344
Matthew Hamilton Rosenberg
$952 28
SWM
345
Spire Wealth Management
Virginia
$680 20 +20 New
RWM
346
Ruedi Wealth Management
Illinois
$667 20 +20 New
FGAM
347
Financial Gravity Asset Management
Texas
$161 4,678 +4,678 New
LGWM
348
Litman Gregory Wealth Management
California
-150,478 Closed
Citadel Advisors
349
Citadel Advisors
Florida
-88,866 Closed
RWA
350
Ropes Wealth Advisors
Massachusetts
-37,847 Closed