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iShares ESG Aware MSCI USA Small-Cap ETF

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWL
326
Bogart Wealth LLC
Virginia
$20.6K 579 +9 +2%
OP
327
ORG Partners
Indiana
$20.4K 571 +571 New
EWM
328
Endurance Wealth Management
Rhode Island
$20K 570
AAG
329
Armstrong Advisory Group
Massachusetts
$19.6K 552 +181 +49%
BCM
330
Bourgeon Capital Management
Connecticut
$18.8K 530 +530 New
S
331
SignatureFD
Georgia
$18K 507 -49 -9%
CFO
332
CVA Family Office
Colorado
$17.6K 496
NCM
333
Northwest Capital Management
Oregon
$17.4K 490 +490 New
GWM
334
Geneos Wealth Management
Colorado
$14.9K 419 -61 -13%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$14.2K 397 +397 New
AIC
336
Archer Investment Corporation
Indiana
$12.8K 361 +361 New
EWP
337
Elevation Wealth Partners
California
$12.8K 360
CWA
338
Clearview Wealth Advisors
Oregon
$12.4K 348 -1 -0.3%
BWP
339
Baldwin Wealth Partners
Massachusetts
$10.1K 285
CTWM
340
Cherry Tree Wealth Management
Minnesota
$8.81K 248 +248 New
CFFP
341
Center for Financial Planning
Michigan
$7.74K 218
FSWA
342
Financial Synergies Wealth Advisors
Texas
$7.6K 214 +17 +9%
GFPC
343
Global Financial Private Client
Florida
$7.42K 208 -38 -15%
KFS
344
Kelly Financial Services
Massachusetts
$7.27K 205 +1 +0.5%
APC
345
Aspire Private Capital
North Carolina
$7.07K 199
IWP
346
IAG Wealth Partners
Wisconsin
$6.57K 185
FCAG
347
First Capital Advisors Group
New Jersey
$5.44K 153
CPG
348
Cornerstone Planning Group
New Jersey
$5.15K 145 +145 New
FWM
349
Focused Wealth Management
New York
$4.55K 128 +128 New
CB
350
Centennial Bank
Arkansas
$3.55K 100