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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$11.1M +$489K +11,314 +4%
EWM
27
Empirical Wealth Management
Washington
$10.7M +$1.04K +24 +0%
SWM
28
SigFig Wealth Management
California
$9.54M +$350K +8,107 +4%
WA
29
Wealth Architects
California
$9.26M -$81.6K -1,888 -0.8%
EWA
30
EP Wealth Advisors
California
$8.74M +$1.17M +26,963 +15%
LPL Financial
31
LPL Financial
California
$8.72M +$5.45K +126 +0.1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$8.21M -$106K -2,455 -1%
CFG
33
Citizens Financial Group
Rhode Island
$7.99M -$2.76M -63,879 -25%
LGWM
34
Litman Gregory Wealth Management
California
$7.82M +$1.19M +27,519 +17%
B
35
Bailard
California
$7.81M +$95.9K +2,218 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.79M -$115K -2,669 -1%
SC
37
Savant Capital
Illinois
$7.22M -$1.77M -40,943 -19%
Truist Financial
38
Truist Financial
North Carolina
$7.12M -$296K -6,841 -4%
ASN
39
Advisory Services Network
Georgia
$6.97M +$2.05M +47,529 +40%
HPC
40
HM Payson & Co
Maine
$6.75M +$337K +7,799 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$5.86M +$575K +13,311 +11%
AIA
42
Ally Invest Advisors
North Carolina
$5.52M +$136K +3,147 +2%
Financial Engines Advisors
43
Financial Engines Advisors
California
$5.41M -$814K -18,828 -13%
Raymond James Financial
44
Raymond James Financial
Florida
$5.41M +$5.56M +128,578 New
AA
45
Alesco Advisors
New York
$5.25M -$143K -3,320 -3%
AWA
46
Alaska Wealth Advisors
Alaska
$5.16M +$191K +4,425 +4%
PA
47
Parkside Advisors
California
$4.92M +$125K +2,898 +3%
MG
48
Mather Group
Illinois
$4.6M +$87.8K +2,032 +2%
WI
49
WrapManager Inc
California
$4.54M -$262K -6,066 -5%
KF
50
Krilogy Financial
Missouri
$4.52M +$1.06M +24,497 +30%