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iShares ESG Aware MSCI USA Small-Cap ETF

45 hedge funds and large institutions have $59.5M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIP
26
Ameritas Investment Partners
Nebraska
$125K 4,653 +4,653 New
LGWM
27
Litman Gregory Wealth Management
California
$102K 3,775 +2,718 +257%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$92K 3,398 +3,198 +1,599%
MWM
29
Mascoma Wealth Management
New Hampshire
$75K 2,781 +2,781 New
TAIM
30
TD Ameritrade Investment Management
Nebraska
$62K 2,305 +1,292 +128%
ADL
31
Asset Dedication LLC
California
$58K 2,113 -105 -5%
FCA
32
FinTrust Capital Advisors
South Carolina
$55K 2,055 +2,055 New
FANJ
33
Financial Architects (New Jersey)
New Jersey
$48K 1,780 +1,780 New
CWM
34
Cranbrook Wealth Management
Michigan
$29K 1,091 +1,091 New
TFO
35
Tarbox Family Office
California
$21K 770
OIA
36
OneDigital Investment Advisors
Kansas
$21K 761 +761 New
PA
37
Parallel Advisors
California
$18K 654 +654 New
Morgan Stanley
38
Morgan Stanley
New York
$18K 661 +661 New
EIP
39
Ellis Investment Partners
Pennsylvania
$7K 271 +271 New
LFG
40
LifePlan Financial Group
Ohio
$3K 109
AG
41
Advisor Group
Arizona
$2K 58 +58 New
CGI
42
Cougar Global Investments
Ontario, Canada
$2K 62 +62 New
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.56K 58
AOWM
44
Alpha Omega Wealth Management
Virginia
$1K 20
Citadel Advisors
45
Citadel Advisors
Florida
-15,796 Closed
PCA
46
Personal Capital Advisors
California
-11,249 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
Wells Fargo
48
Wells Fargo
California
$0 1 +1 New