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iShares ESG Aware MSCI USA Small-Cap ETF

250 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
B
26
Bailard
California
$4.51M 111,634 +3,951 +4%
EWM
27
Empirical Wealth Management
Washington
$4.17M 103,247 +13,582 +15%
BlackRock
28
BlackRock
New York
$4.09M 101,350 +276 +0.3%
EWA
29
EP Wealth Advisors
California
$4M 99,156 +3,197 +3%
AP
30
Adero Partners
California
$3.9M 96,700 +7,239 +8%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.9M 96,636 +29,917 +45%
CIAS
32
Capital Investment Advisory Services
North Carolina
$3.8M 94,084 +2,960 +3%
SHGA
33
Sand Hill Global Advisors
California
$3.77M 93,488 +2,826 +3%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$3.59M 88,858 +18,085 +26%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$3.18M 78,644 +27,986 +55%
PA
36
Parkside Advisors
California
$3.04M 75,375 +12,750 +20%
RJA
37
Raymond James & Associates
Florida
$3M 74,398 +8,953 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.97M 73,420 +28,991 +65%
CAG
39
Crestwood Advisors Group
Massachusetts
$2.75M 68,184 +7,212 +12%
AA
40
Acorns Advisers
California
$2.66M 65,883 +65,883 New
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$2.63M 65,219 +65,219 New
BIAS
42
Beacon Investment Advisory Services
New Jersey
$2.61M 64,576
RWP
43
RWA Wealth Partners
Massachusetts
$2.57M 63,697 +2,354 +4%
BEC
44
Blue Edge Capital
Virginia
$2.55M 63,283 -5,058 -7%
MIS
45
Morningstar Investment Services
Illinois
$2.49M 61,841 +12,175 +25%
ACA
46
Affinity Capital Advisors
California
$2.14M 52,891 +152 +0.3%
Stifel Financial
47
Stifel Financial
Missouri
$2.09M 51,717 +6,090 +13%
WP
48
WealthSource Partners
California
$2.08M 51,602 +18,759 +57%
SA
49
Stewardship Advisors
Pennsylvania
$2.07M 51,233 +14,595 +40%
AIA
50
Ally Invest Advisors
North Carolina
$1.94M 48,164 +9,480 +25%