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iShares ESG Aware MSCI USA Small-Cap ETF

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HGA
326
Hobbs Group Advisors
South Carolina
$23.1K 609 +609 New
AAG
327
Armstrong Advisory Group
Massachusetts
$20.6K 542 -55 -9%
LFA
328
LGT Financial Advisors
Texas
$19.8K 522 +4 +0.8%
C
329
Covestor
United Kingdom
$19K 509 -74 -13%
CFO
330
CVA Family Office
Colorado
$18.9K 496 +496 New
NCM
331
Northwest Capital Management
Oregon
$18.6K 490
GWM
332
Geneos Wealth Management
Colorado
$16.1K 423 +4 +1%
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$15.3K 397 +397 New
MFT
334
Moisand Fitzgerald Tamayo
Florida
$13.9K 364 +2 +0.6%
AIC
335
Archer Investment Corporation
Indiana
$13.7K 361
EWP
336
Elevation Wealth Partners
California
$12.1K 360
CSC
337
Caldwell Sutter Capital
California
$10.9K 288 +288 New
BWP
338
Baldwin Wealth Partners
Massachusetts
$10.8K 285
FWM
339
Focused Wealth Management
New York
$10.4K 274 +146 +114%
ACA
340
Aptus Capital Advisors
Alabama
$10.1K 267 -2,347 -90%
CTWM
341
Cherry Tree Wealth Management
Minnesota
$9.43K 248
CFFP
342
Center for Financial Planning
Michigan
$8.29K 218
IWP
343
IAG Wealth Partners
Wisconsin
$7.03K 185
CFD
344
Creative Financial Designs
Indiana
$6.99K 184 -2,013 -92%
SRCM
345
Signature Resources Capital Management
California
$6.96K 183 +183 New
AWM
346
Able Wealth Management
New Jersey
$6.71K 176 +176 New
FSWA
347
Financial Synergies Wealth Advisors
Texas
$5.85K 178 -49 -22%
HNB
348
Huntington National Bank
Ohio
PA
349
PSI Advisors
Florida
$5.35K 141 +51 +57%
CA
350
Centerpoint Advisors
Massachusetts
$5K 140 +80 +133%