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iShares ESG Aware MSCI USA Small-Cap ETF

55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

22% more funds holding

Funds holding: 4555 (+10)

15% more capital invested

Capital invested by funds: $59.5M → $68.3M (+$8.8M)

12.9% less ownership

Funds ownership: 106.06%93.16% (-13%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$330K -$3.34K -125 -1%
MMA
27
Miracle Mile Advisors
California
$311K -$34.8K -1,300 -10%
WT
28
Whittier Trust
California
$307K
PCA
29
Personal Capital Advisors
California
$301K +$302K +11,290 New
SFG
30
Sage Financial Group
Pennsylvania
$292K
AIP
31
Ameritas Investment Partners
Nebraska
$262K +$138K +5,166 +111%
SBSB
32
Sullivan, Bruyette, Speros & Blaney
Virginia
$259K +$259K +9,687 New
PGA
33
Portland Global Advisors
Maine
$254K +$254K +9,500 New
MAG
34
Mokosak Advisory Group
Iowa
$233K +$234K +8,741 New
JMPWA
35
JP Morgan Private Wealth Advisors
California
$209K -$121K -4,506 -37%
IFAM
36
Institutional & Family Asset Management
Colorado
$162K -$1.2K -45 -0.7%
LGWM
37
Litman Gregory Wealth Management
California
$129K +$28.7K +1,075 +28%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$114K +$24.2K +905 +27%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$96K +$48.5K +1,813 +102%
ADL
40
Asset Dedication LLC
California
$63K +$4.89K +183 +9%
FCA
41
FinTrust Capital Advisors
South Carolina
$55K
CWM
42
Cranbrook Wealth Management
Michigan
$45K +$16.3K +611 +56%
AssetMark Inc
43
AssetMark Inc
California
$42K +$41.7K +1,561 New
PA
44
Parallel Advisors
California
$38K +$20.4K +761 +116%
SPIA
45
Steward Partners Investment Advisory
New York
$24K +$25K +935 New
TFO
46
Tarbox Family Office
California
$21K
Morgan Stanley
47
Morgan Stanley
New York
$18K
RWG
48
Regal Wealth Group
California
$12K +$11.5K +431 New
AIC
49
Ameritas Investment Company
Nebraska
$10K +$10.2K +380 New
EIP
50
Ellis Investment Partners
Pennsylvania
$7K +$27 +1 +0.4%