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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Acorns Advisers
California
$5.13M +$2.6M +65,603 +100%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.96M +$590K +14,922 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.86M +$4.93M +124,660 New
BlackRock
29
BlackRock
New York
$4.72M +$777K +19,642 +19%
B
30
Bailard
California
$4.62M +$265K +6,707 +6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$4.37M +$604K +15,271 +16%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.29M +$1.44M +36,491 +50%
AA
33
Alesco Advisors
New York
$4.12M +$3.85M +97,360 +1,165%
EWA
34
EP Wealth Advisors
California
$4.05M +$186K +4,713 +5%
AP
35
Adero Partners
California
$4.01M +$238K +6,021 +6%
SHGA
36
Sand Hill Global Advisors
California
$3.83M +$190K +4,815 +5%
CIAS
37
Capital Investment Advisory Services
North Carolina
$3.83M +$158K +3,987 +4%
OMC
38
Old Mission Capital
Illinois
$3.77M +$2.08M +52,579 +119%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.44M +$383K +9,674 +12%
PA
40
Parkside Advisors
California
$3.27M +$335K +8,469 +11%
BEC
41
Blue Edge Capital
Virginia
$3.18M +$723K +18,287 +29%
LGWM
42
Litman Gregory Wealth Management
California
$3.11M +$3.04M +76,849 +2,670%
RJA
43
Raymond James & Associates
Florida
$3.01M +$107K +2,693 +4%
MIS
44
Morningstar Investment Services
Illinois
$2.87M +$425K +10,731 +17%
CAG
45
Crestwood Advisors Group
Massachusetts
$2.8M +$144K +3,637 +5%
RWP
46
RWA Wealth Partners
Massachusetts
$2.56M +$78.9K +1,994 +3%
BIAS
47
Beacon Investment Advisory Services
New Jersey
$2.52M
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$2.5M -$48.5K -1,225 -2%
SA
49
Stewardship Advisors
Pennsylvania
$2.5M +$505K +12,757 +25%
AIA
50
Ally Invest Advisors
North Carolina
$2.27M +$394K +9,952 +21%