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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Barrett & Company
Rhode Island
$2.3K
CSWG
352
Cardinal Strategic Wealth Guidance
Kentucky
$2.3K
PAG
353
Private Advisor Group
New Jersey
$1.29K -$372K -11,202 -22%
CB
354
Community Bank
New York
$1.15K -$830 -25 -42%
MHR
355
Matthew Hamilton Rosenberg
$921
PFO
356
Pathstone Family Office
New Jersey
$560 +$32.1M +966,208 New
FFN
357
Focus Financial Network
Minnesota
-$4.14M -134,303 Closed
HPWM
358
Highland Private Wealth Management
Washington
-$2.33M -75,900 Closed
CIAS
359
CFS Investment Advisory Services
New Jersey
-$2K -67,045 Closed
GC
360
Grimes & Company
Massachusetts
-$599K -19,536 Closed
LNC
361
Lincoln National Corp
Pennsylvania
-$400K -13,014 Closed
OBWG
362
Onyx Bridge Wealth Group
New York
-$299K -9,624 Closed
CAG
363
Compass Advisory Group
New York
-$274K -8,938 Closed
HCA
364
Heck Capital Advisors
Wisconsin
-$236K -7,701 Closed
RWP
365
RWA Wealth Partners
Massachusetts
-$216K -7,058 Closed
SA
366
Shilanski & Associates
Alaska
-$215K -7,019 Closed
KWM
367
Kingsview Wealth Management
Oregon
-$200K -6,529 Closed
WIM
368
Westside Investment Management
California
-$79.4K -2,560 Closed
BWM
369
BerganKDV Wealth Management
Minnesota
-$46K -1,500 Closed
MA
370
MUFG Americas
New York
-$27K -893 Closed
ACM
371
Absolute Capital Management
Pennsylvania
-$24.6K -798 Closed
OPW
372
Oxler Private Wealth
New York
-$49K -506 Closed
EIP
373
Ellis Investment Partners
Pennsylvania
-$12K -392 Closed
LC
374
Lindbrook Capital
California
-$1K -47 Closed