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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
KB
351
Kimelman & Baird
New York
$31.4K
AWM
352
Avior Wealth Management
Nebraska
$29.8K
GWM
353
Geneos Wealth Management
Colorado
$28K -$8.26K -191 -22%
US Bancorp
354
US Bancorp
Minnesota
$26.3K -$8.64K -200 -24%
PWA
355
Physician Wealth Advisors
Utah
$24.6K +$25.2K +584 New
AWM
356
AE Wealth Management
Kansas
$23.4K +$24.1K +557 New
CIA
357
Cape Investment Advisory
Georgia
$23.2K
CFO
358
CVA Family Office
Colorado
$20.9K
OP
359
ORG Partners
Indiana
$20K
CAM
360
Clarity Asset Management
Iowa
$19.4K +$86 +2 +0.4%
PFM
361
Phillips Financial Management
Indiana
$18K -$10.4K -240 -36%
C
362
Covestor
United Kingdom
$18K -$1.12K -26 -6%
PMFA
363
Plante Moran Financial Advisors
Michigan
$17.3K
AIC
364
Archer Investment Corporation
Indiana
$15.2K
EWP
365
Elevation Wealth Partners
California
$15.1K
WSFS
366
Wilmington Savings Fund Society
Delaware
$14.7K +$562 +13 +4%
AG
367
AmeriFlex Group
Nevada
$13K +$12.9K +299 New
CA
368
Centerpoint Advisors
Massachusetts
$12K +$3.59K +83 +43%
ACA
369
Aptus Capital Advisors
Alabama
$11.6K +$11.9K +276 New
AAG
370
Armstrong Advisory Group
Massachusetts
$11.2K -$15.4K -356 -57%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$11.1K +$11.5K +265 New
FRA
372
Front Row Advisors
California
$10.7K
CTWM
373
Cherry Tree Wealth Management
Minnesota
$10.4K
T
374
Transce3nd
Texas
$9.92K +$10.2K +236 New
CFFP
375
Center for Financial Planning
Michigan
$9.17K