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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
WP
376
WealthShield Partners
North Carolina
$878
LIS
377
Legacy Investment Solutions
Idaho
$799 +$724 +18 New
LWMI
378
Legacy Wealth Management (Idaho)
Idaho
$799 +$724 +18 New
SCM
379
Sterling Capital Management
North Carolina
$460 +$442 +11 New
TAM
380
Tucker Asset Management
Colorado
$84 +$80 +2 New
GWS
381
Glassman Wealth Services
Virginia
$42
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
-$2.3M -59,691 Closed
T
383
TCWP
Ohio
-$492K -12,767 Closed
BP
384
Ballentine Partners
Massachusetts
-$438K -11,373 Closed
Natixis Advisors
385
Natixis Advisors
Massachusetts
-$436K -11,321 Closed
Millennium Management
386
Millennium Management
New York
-$356K -9,243 Closed
SFO
387
Stokes Family Office
Louisiana
-$302K -7,850 Closed
SW
388
SVB Wealth
Massachusetts
-$288K -7,477 Closed
EGWAG
389
Elwood & Goetz Wealth Advisory Group
Georgia
-$272K -7,058 Closed
S
390
Sunpointe
Missouri
-$249K -6,465 Closed
BFA
391
Brown Financial Advisors
Ohio
-$141K -3,674 Closed
VAMG
392
Voisard Asset Management Group
Michigan
-$61.1K -1,587 Closed
SWM
393
Spire Wealth Management
Virginia
-$35.2K -915 Closed
GLR
394
Great Lakes Retirement
Ohio
-$16.7K -433 Closed
DP
395
Denver PWM
Colorado
-$12.1K -314 Closed
TFF
396
The Family Firm
Maryland
-$2.86K -74 Closed
IAIM
397
International Assets Investment Management
Florida
-$539 -14 Closed
KFS
398
Kelly Financial Services
Massachusetts
-$38 -1 Closed