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iShares ESG Aware MSCI USA Small-Cap ETF

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

60% more capital invested

Capital invested by funds: $68.3M → $109M (+$41.1M)

49% more funds holding

Funds holding: 5582 (+27)

4.41% less ownership

Funds ownership: 93.16%88.75% (-4.4%)

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
34
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$535K +$194K +7,025 +61%
EWA
27
EP Wealth Advisors
California
$495K +$57.2K +2,068 +14%
BWM
28
Baystate Wealth Management
Massachusetts
$448K +$14K +507 +3%
WCWM
29
Willow Creek Wealth Management
California
$448K +$428K +15,499 New
SBSB
30
Sullivan, Bruyette, Speros & Blaney
Virginia
$436K +$149K +5,377 +56%
MML Investors Services
31
MML Investors Services
Massachusetts
$430K +$411K +14,860 New
RCS
32
Retirement Capital Strategies
California
$425K +$18K +650 +5%
Bank of America
33
Bank of America
North Carolina
$402K +$42.6K +1,543 +13%
CRCM
34
Corbett Road Capital Management
Virginia
$379K +$362K +13,088 New
VCS
35
Vaughan & Co Securities
New Jersey
$379K +$362K +13,102 New
AIP
36
Ameritas Investment Partners
Nebraska
$349K +$63K +2,279 +23%
MM
37
Main Management
California
$317K -$63.2K -2,287 -17%
PCA
38
Personal Capital Advisors
California
$317K -$9.54K -345 -3%
PA
39
Parkside Advisors
California
$317K +$303K +10,976 New
SFG
40
Sage Financial Group
Pennsylvania
$316K
MIS
41
Morningstar Investment Services
Illinois
$314K +$300K +10,855 New
AG
42
Advisor Group
Arizona
$302K +$287K +10,375 +17,888%
ACM
43
Anfield Capital Management
California
$298K +$282K +10,215 New
PGA
44
Portland Global Advisors
Maine
$275K
ACA
45
Affinity Capital Advisors
California
$257K +$246K +8,887 New
MAG
46
Mokosak Advisory Group
Iowa
$247K -$5.39K -195 -2%
SFO
47
Stokes Family Office
Louisiana
$227K +$217K +7,850 New
GC
48
Grimes & Company
Massachusetts
$214K +$205K +7,404 New
AAM
49
Autus Asset Management
Arizona
$213K +$203K +7,358 New
JMPWA
50
JP Morgan Private Wealth Advisors
California
$212K -$13.8K -500 -6%