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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$6.38M -$1.11M -32,347 -14%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.99M +$978K +28,411 +18%
Wells Fargo
28
Wells Fargo
California
$5.9M +$155K +4,505 +2%
WI
29
WrapManager Inc
California
$5.58M +$10.3K +300 +0.2%
FCG
30
Financial Connections Group
California
$5.14M +$269K +7,806 +5%
EWM
31
Empirical Wealth Management
Washington
$5.03M +$300K +8,723 +6%
SWP
32
Stratos Wealth Partners
Ohio
$4.67M +$5.1M +148,263 New
AA
33
Alesco Advisors
New York
$4.63M +$313K +9,100 +7%
HighTower Advisors
34
HighTower Advisors
Illinois
$4.47M +$115K +3,347 +2%
HIF
35
Hill Island Financial
Michigan
$4.37M +$314K +9,130 +7%
FFN
36
Focus Financial Network
Minnesota
$4.14M +$242K +7,042 +6%
PFM
37
Parsec Financial Management
North Carolina
$4.12M +$736K +21,387 +20%
EWA
38
EP Wealth Advisors
California
$4.1M +$577K +16,782 +15%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.07M -$666K -19,346 -13%
B
40
Bailard
California
$4.04M +$444K +12,902 +11%
AP
41
Adero Partners
California
$3.92M -$56.4K -1,640 -1%
BlackRock
42
BlackRock
New York
$3.9M -$153K -4,432 -3%
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.73M +$152K +4,424 +4%
GI
44
Gradient Investments
Minnesota
$3.67M -$482K -13,998 -11%
LGWM
45
Litman Gregory Wealth Management
California
$3.51M +$510K +14,833 +15%
MIS
46
Morningstar Investment Services
Illinois
$3.45M +$460K +13,380 +14%
Truist Financial
47
Truist Financial
North Carolina
$3.38M -$4.51M -131,001 -55%
GC
48
Garde Capital
Washington
$3.13M +$831K +24,163 +32%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$3.08M +$32.1K +933 +1%
SHJ
50
Sharkey, Howes & Javer
Colorado
$3.05M -$852K -24,748 -20%