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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
DP
376
Denver PWM
Colorado
$8.31K +$8.56K +198 New
IWP
377
IAG Wealth Partners
Wisconsin
$7.78K
CFD
378
Creative Financial Designs
Indiana
$7.74K
RMP
379
Richards, Merrill & Peterson
Washington
$7.59K +$7.82K +181 New
DRP
380
Decker Retirement Planning
Utah
$7.15K +$7.35K +170 New
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$6.74K +$2.25K +52 +48%
CTC
382
Central Trust Company
Missouri
$6.52K
PA
383
PSI Advisors
Florida
$6K
Bank of Montreal
384
Bank of Montreal
Ontario, Canada
$4.96K -$2.68K -62 -34%
CB
385
Centennial Bank
Arkansas
$4.21K
VWA
386
Valued Wealth Advisors
Utah
$4.21K +$4.32K +100 New
CSWG
387
Cardinal Strategic Wealth Guidance
Kentucky
$4.12K
CAS
388
Coppell Advisory Solutions
Texas
$3.48K +$3.59K +83 New
NWMP
389
Noble Wealth Management PBC
Colorado
$3.2K +$3.29K +76 New
IA
390
IFP Advisors
Florida
$3.18K
BC
391
Barrett & Company
Rhode Island
$2.94K
TCG
392
Transcendent Capital Group
Oklahoma
$2.88K +$43 +1 +1%
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
$2.23K -$29.3K -679 -93%
CB
394
Community Bank
New York
$2.14K
SRCM
395
Signature Resources Capital Management
California
$1.39K
RWM
396
Ruedi Wealth Management
Illinois
$1.37K +$259 +6 +22%
NC
397
NewSquare Capital
Pennsylvania
$1.26K
MWA
398
Medallion Wealth Advisors
Connecticut
$1.01K +$1.04K +24 New
Bessemer Group
399
Bessemer Group
New Jersey
$1K +$1.25K +29 New
WP
400
WealthShield Partners
North Carolina
$883