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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
326
Private Capital Management (Colorado)
Colorado
$92.4K -$44.2K -1,022 -32%
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$87.5K
ATC
328
Advantage Trust Company
Kansas
$80.2K +$55.5K +1,285 +207%
VWA
329
VSM Wealth Advisory
Maryland
$71.1K +$73.1K +1,691 New
AWM
330
Atticus Wealth Management
Florida
$69.2K +$259 +6 +0.4%
4FG
331
4Thought Financial Group
New York
$69K -$3.59K -83 -5%
Russell Investments Group
332
Russell Investments Group
United Kingdom
$68.5K +$24.9K +576 +55%
CPBTD
333
Central Pacific Bank - Trust Division
Hawaii
$66.5K +$68.3K +1,581 New
CA
334
CoreCap Advisors
Michigan
$64.4K -$35.1K -811 -35%
IRC
335
Investors Research Corp
Georgia
$64.2K
PS
336
Principal Securities
Iowa
$60.6K -$1.38K -32 -2%
SAM
337
Sherman Asset Management
California
$57.5K +$59.1K +1,368 New
S
338
SignatureFD
Georgia
$55.8K
NRG
339
Nemes Rush Group
Michigan
$54.2K +$55.7K +1,289 New
KSB
340
Kennebec Savings Bank
Maine
$48.9K +$50.6K +1,170 New
GWSG
341
GPS Wealth Strategies Group
Colorado
$47.5K +$86 +2 +0.2%
VHAM
342
Van Hulzen Asset Management
California
$46.3K +$47.5K +1,100 New
SO
343
Sierra Ocean
California
$42.8K +$44K +1,017 New
CSC
344
Caldwell Sutter Capital
California
$42.4K
AA
345
Ancora Advisors
Ohio
$39.9K
BCWM
346
Bartlett & Co Wealth Management
Ohio
$38.5K
YAL
347
Your Advocates Ltd
Texas
$37.4K
GWS
348
Glassman Wealth Services
Virginia
$34.1K +$35K +809 +80,900%
GRP
349
Global Retirement Partners
California
$33.3K +$2.68K +62 +8%
MFS
350
Mattson Financial Services
Michigan
$31.7K -$7.74K -179 -19%