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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 %
IA
351
IFP Advisors
Florida
$4.19K 110 -536 -83%
CB
352
Centennial Bank
Arkansas
$3.8K 100
CSWG
353
Cardinal Strategic Wealth Guidance
Kentucky
$3.73K 98
RIM
354
Rockbridge Investment Management
New York
$3.57K 94 +94 New
BC
355
Barrett & Company
Rhode Island
$2.66K 70
KFS
356
Kelly Financial Services
Massachusetts
$2.2K 58 -69 -54%
CB
357
Community Bank
New York
$1.33K 35
WP
358
WealthShield Partners
North Carolina
$798 21 -534 -96%
DJSG
359
D.J. St. Germain
Massachusetts
$760 20
RWM
360
Ruedi Wealth Management
Illinois
$357 9
GWS
361
Glassman Wealth Services
Virginia
$38 1
OP
362
ORG Partners
Indiana
-233 Closed
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
-344,500 Closed
PAS
364
Park Avenue Securities
New York
-98,894 Closed
I
365
IMPACTfolio
Colorado
-65,153 Closed
OWM
366
Orgel Wealth Management
Wisconsin
-30,001 Closed
AWS
367
Atria Wealth Solutions
New York
-26,439 Closed
TA
368
Trellis Advisors
Washington
-20,356 Closed
CAM
369
Cresset Asset Management
Illinois
-19,077 Closed
HGWM
370
Horst & Graben Wealth Management
Oregon
-15,590 Closed
MPW
371
MA Private Wealth
California
-15,358 Closed
SHJ
372
Sharkey, Howes & Javer
Colorado
-14,958 Closed
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
-13,509 Closed
VFO
374
Virtus Family Office
Texas
-13,481 Closed
WP
375
WealthSource Partners
California
-12,432 Closed