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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
351
Creative Financial Designs
Indiana
$7.08K
CA
352
Centerpoint Advisors
Massachusetts
$7K +$811 +21 +12%
DI
353
DAGCO Inc
Ohio
$6.54K +$232 +6 +4%
CTC
354
Central Trust Company
Missouri
$5.97K
PA
355
PSI Advisors
Florida
$5.45K +$39 +1 +0.7%
FRA
356
Front Row Advisors
California
$4.04K +$4.05K +105 New
CB
357
Centennial Bank
Arkansas
$3.85K
CSWG
358
Cardinal Strategic Wealth Guidance
Kentucky
$3.77K
IA
359
IFP Advisors
Florida
$3.02K +$1.85K +48 +160%
TFF
360
The Family Firm
Maryland
$2.86K +$2.86K +74 New
BC
361
Barrett & Company
Rhode Island
$2.69K
Russell Investments Group
362
Russell Investments Group
United Kingdom
$2.16K +$2.16K +56 New
CB
363
Community Bank
New York
$1.96K
SRCM
364
Signature Resources Capital Management
California
$1.27K -$5.79K -150 -82%
RWM
365
Ruedi Wealth Management
Illinois
$1.05K +$270 +7 +35%
WP
366
WealthShield Partners
North Carolina
$809
IAIM
367
International Assets Investment Management
Florida
$539 +$540 +14 New
GWS
368
Glassman Wealth Services
Virginia
$39
KFS
369
Kelly Financial Services
Massachusetts
$38 -$2.2K -57 -98%
RFWA
370
RPg Family Wealth Advisory
Massachusetts
-$3.35M -83,250 Closed
CAM
371
Crestone Asset Management
Colorado
-$1.78M -44,309 Closed
Jane Street
372
Jane Street
New York
-$1.13M -28,117 Closed
FTUS
373
Flow Traders U.S.
New York
-$1.1M -27,410 Closed
PS
374
Portfolio Strategies
New York
-$1.03M -25,510 Closed
PBF
375
Petix & Botte Financial
California
-$957K -23,767 Closed