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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
LIS
401
Legacy Investment Solutions
Idaho
$779
LWMI
402
Legacy Wealth Management (Idaho)
Idaho
$779
GSWM
403
Golden State Wealth Management
California
$547 +$562 +13 New
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$210 -$528K -12,219 -100%
FLP
405
Financial Life Planners
Arizona
$127 +$130 +3 New
BNP Paribas Financial Markets
406
BNP Paribas Financial Markets
France
$42 +$43 +1 New
MIS
407
Morningstar Investment Services
Illinois
-$3.81M -91,363 Closed
RA
408
RFG Advisory
Alabama
-$627K -14,997 Closed
SAI
409
Savvy Advisors Inc
New York
-$389K -9,312 Closed
WCF
410
West Coast Financial
California
-$346K -8,281 Closed
SP
411
SWS Partners
Ohio
-$323K -7,730 Closed
FHA
412
First Horizon Advisors
Tennessee
-$267K -6,376 Closed
FPAS
413
Focus Partners Advisor Solutions
Missouri
-$228K -5,453 Closed
PMG
414
ProVise Management Group
Florida
-$201K -4,798 Closed
BWL
415
Bogart Wealth LLC
Virginia
-$131K -3,136 Closed
PW
416
Paladin Wealth
Minnesota
-$59.3K -1,417 Closed
HGA
417
Hobbs Group Advisors
South Carolina
-$25.5K -609 Closed
LFA
418
LGT Financial Advisors
Texas
-$22K -526 Closed
FWM
419
Focused Wealth Management
New York
-$273K -403 Closed
RIA
420
Realta Investment Advisors
Delaware
-$16.5K -390 Closed
BWP
421
Baldwin Wealth Partners
Massachusetts
-$11.9K -285 Closed
NCM
422
Northwest Capital Management
Oregon
-$11.1K -265 Closed
DI
423
DAGCO Inc
Ohio
-$7.32K -175 Closed
EB
424
Eastern Bank
Massachusetts
-$4.68K -112 Closed
JIP
425
Jaffetilchin Investment Partners
Florida
-$3.92K -94 Closed