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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$38.3K
YAL
327
Your Advocates Ltd
Texas
$37.2K
MFS
328
Mattson Financial Services
Michigan
$36.1K
GWM
329
Geneos Wealth Management
Colorado
$35.9K +$17.4K +433 +102%
US Bancorp
330
US Bancorp
Minnesota
$34.5K -$4.02K -100 -11%
KB
331
Kimelman & Baird
New York
$31.2K
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$30.6K +$603 +15 +2%
GRP
333
Global Retirement Partners
California
$30.5K -$6.95K -173 -19%
AWM
334
Avior Wealth Management
Nebraska
$29.6K
PFM
335
Phillips Financial Management
Indiana
$28K +$26.9K +669 New
AAG
336
Armstrong Advisory Group
Massachusetts
$26.1K +$80 +2 +0.3%
ATC
337
Advantage Trust Company
Kansas
$26K +$25K +622 New
HGA
338
Hobbs Group Advisors
South Carolina
$25.5K
CIA
339
Cape Investment Advisory
Georgia
$23K +$22.1K +551 New
LFA
340
LGT Financial Advisors
Texas
$22K +$40 +1 +0.2%
CFO
341
CVA Family Office
Colorado
$20.7K
AAP
342
Arax Advisory Partners
Colorado
$19.9K +$19.2K +477 New
OP
343
ORG Partners
Indiana
$19.9K
CAM
344
Clarity Asset Management
Iowa
$19.3K -$10.5K -260 -36%
C
345
Covestor
United Kingdom
$19K +$603 +15 +3%
PMFA
346
Plante Moran Financial Advisors
Michigan
$17.2K
RIA
347
Realta Investment Advisors
Delaware
$16.5K +$15.7K +390 New
AIC
348
Archer Investment Corporation
Indiana
$15.1K
EWP
349
Elevation Wealth Partners
California
$15.1K
MFA
350
McClarren Financial Advisors
Pennsylvania
$14.7K +$212K +5,276 +3,426%