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iShares ESG Aware MSCI USA Small-Cap ETF

368 hedge funds and large institutions have $1.22B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 115 reducing their positions, and 18 closing their positions.

Holders
368
Holders Change
+8
Holders Change %
+2.22%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
159
Reduced
115
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$48.4K 1,201 -102 -8%
S
327
SignatureFD
Georgia
$45.1K 1,119 +289 +35%
LFG
328
Larson Financial Group
Missouri
$44.5K 1,106 +2 +0.2%
AA
329
Ancora Advisors
Ohio
$38.3K 950 +950 New
BCWM
330
Bartlett & Co Wealth Management
Ohio
$36.8K 915
YAL
331
Your Advocates Ltd
Texas
$35.8K 888
GRP
332
Global Retirement Partners
California
$33.5K 833 +25 +3%
GWSG
333
GPS Wealth Strategies Group
Colorado
$33.1K 823
CSC
334
Caldwell Sutter Capital
California
$29K 720 +432 +150%
CAM
335
Clarity Asset Management
Iowa
$29K 719 +2 +0.3%
SWM
336
Spire Wealth Management
Virginia
$25.5K 634
LFA
337
LGT Financial Advisors
Texas
$21.1K 523 +1 +0.2%
AAG
338
Armstrong Advisory Group
Massachusetts
$20.6K 542
CFO
339
CVA Family Office
Colorado
$20K 496
NCM
340
Northwest Capital Management
Oregon
$19.7K 490
C
341
Covestor
United Kingdom
$18K 438 -71 -14%
GWM
342
Geneos Wealth Management
Colorado
$17.1K 424 +1 +0.2%
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$16K 397
AIC
344
Archer Investment Corporation
Indiana
$14.5K 361
EWP
345
Elevation Wealth Partners
California
$14.5K 360
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$12.2K 307 +307 New
BWP
347
Baldwin Wealth Partners
Massachusetts
$11.5K 285
ACA
348
Aptus Capital Advisors
Alabama
$10.8K 267
FSWA
349
Financial Synergies Wealth Advisors
Texas
$10.2K 254 +76 +43%
CTWM
350
Cherry Tree Wealth Management
Minnesota
$9.99K 248