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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
WSFS
351
Wilmington Savings Fund Society
Delaware
$14.1K +$13.5K +336 New
BWP
352
Baldwin Wealth Partners
Massachusetts
$11.9K
NCM
353
Northwest Capital Management
Oregon
$11.1K
FRA
354
Front Row Advisors
California
$10.7K +$6.03K +150 +143%
CTWM
355
Cherry Tree Wealth Management
Minnesota
$10.4K
CFFP
356
Center for Financial Planning
Michigan
$9.12K
CA
357
Centerpoint Advisors
Massachusetts
$8K
IWP
358
IAG Wealth Partners
Wisconsin
$7.74K
CFD
359
Creative Financial Designs
Indiana
$7.7K
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$7.51K +$7.24K +180 New
DI
361
DAGCO Inc
Ohio
$7.32K +$201 +5 +3%
CTC
362
Central Trust Company
Missouri
$6.48K
PA
363
PSI Advisors
Florida
$5.94K +$40 +1 +0.7%
EB
364
Eastern Bank
Massachusetts
$4.68K +$4.5K +112 New
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$4.5K -$72.4K -1,802 -94%
CB
366
Centennial Bank
Arkansas
$4.18K
CSWG
367
Cardinal Strategic Wealth Guidance
Kentucky
$4.1K
JIP
368
Jaffetilchin Investment Partners
Florida
$3.92K +$3.78K +94 New
IA
369
IFP Advisors
Florida
$3.16K -$80 -2 -3%
BC
370
Barrett & Company
Rhode Island
$2.93K
TCG
371
Transcendent Capital Group
Oklahoma
$2.85K +$2.73K +68 New
CB
372
Community Bank
New York
$2.13K
SRCM
373
Signature Resources Capital Management
California
$1.38K
NC
374
NewSquare Capital
Pennsylvania
$1.25K +$1.21K +30 New
RWM
375
Ruedi Wealth Management
Illinois
$1.14K