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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$11.2M -$442K -11,454 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.63M -$76.6K -1,983 -0.8%
EWM
28
Empirical Wealth Management
Washington
$9.4M -$259K -6,712 -3%
MWM
29
Modera Wealth Management
New Jersey
$9.37M +$250K +6,475 +3%
SC
30
Savant Capital
Illinois
$8.35M +$419K +10,841 +5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.83M -$287K -7,445 -4%
WA
32
Wealth Architects
California
$7.8M +$1.86M +48,289 +31%
LPL Financial
33
LPL Financial
California
$7.75M -$41.7K -1,079 -0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.58M +$92.9K +2,407 +1%
B
35
Bailard
California
$7.3M -$129K -3,338 -2%
Truist Financial
36
Truist Financial
North Carolina
$6.84M +$147K +3,801 +2%
EWA
37
EP Wealth Advisors
California
$6.64M +$1.18M +30,687 +22%
LGWM
38
Litman Gregory Wealth Management
California
$5.96M +$206K +5,331 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$5.94M +$484K +12,531 +9%
HPC
40
HM Payson & Co
Maine
$5.11M -$1.76M -45,574 -26%
AA
41
Alesco Advisors
New York
$4.98M -$88.6K -2,295 -2%
ASN
42
Advisory Services Network
Georgia
$4.55M +$91.8K +2,377 +2%
PA
43
Parkside Advisors
California
$4.41M +$77.3K +2,002 +2%
MWM
44
Mission Wealth Management
California
$4.35M -$259K -6,707 -6%
AWA
45
Alaska Wealth Advisors
Alaska
$4.35M -$298K -7,731 -6%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.34M +$79.7K +2,065 +2%
WI
47
WrapManager Inc
California
$4.18M +$14K +362 +0.3%
MG
48
Mather Group
Illinois
$4.16M +$263K +6,800 +7%
AIA
49
Ally Invest Advisors
North Carolina
$4.1M +$196K +5,074 +5%
WCWM
50
Willow Creek Wealth Management
California
$3.62M +$51.4K +1,331 +1%