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iShares ESG Aware MSCI USA Small-Cap ETF

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

60% more capital invested

Capital invested by funds: $68.3M → $109M (+$41.1M)

49% more funds holding

Funds holding: 5582 (+27)

4.41% less ownership

Funds ownership: 93.16%88.75% (-4.4%)

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
34
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$210K +$201K +7,260 New
CWM
52
Cranbrook Wealth Management
Michigan
$205K +$149K +5,380 +316%
FWCM
53
Ferguson Wellman Capital Management
Oregon
$202K +$193K +6,977 New
LGWM
54
Litman Gregory Wealth Management
California
$182K +$40.4K +1,460 +30%
IFAM
55
Institutional & Family Asset Management
Colorado
$176K +$193 +7 +0.1%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$145K +$39.1K +1,414 +39%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$123K -$608 -22 -0.5%
TFO
58
Tarbox Family Office
California
$123K +$96.6K +3,495 +454%
AssetMark Inc
59
AssetMark Inc
California
$81K +$34.1K +1,232 +79%
BBA
60
Braun-Bostich & Associates
Pennsylvania
$78K +$74.9K +2,709 New
ADL
61
Asset Dedication LLC
California
$77K +$7.66K +277 +12%
SIAS
62
Shine Investment Advisory Services
Colorado
$73K +$69.9K +2,530 New
FCA
63
FinTrust Capital Advisors
South Carolina
$59K
WCM
64
Wealthcare Capital Management
Virginia
$53K +$51.1K +1,849 New
GC
65
Grace Capital
Massachusetts
$46K +$44.3K +1,603 New
PA
66
Parallel Advisors
California
$44K +$3.4K +123 +9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$41.2K +1,492 New
EI
68
Ellevest Inc
New York
$38K +$36.4K +1,317 New
JFA
69
JNBA Financial Advisors
Minnesota
$28K +$27.1K +980 New
SPIA
70
Steward Partners Investment Advisory
New York
$27K
ASN
71
Advisory Services Network
Georgia
$26K +$24.9K +900 New
CWA
72
Carolina Wealth Advisors
South Carolina
$25K +$23.8K +862 New
Morgan Stanley
73
Morgan Stanley
New York
$19K
RWG
74
Regal Wealth Group
California
$12K
AIC
75
Ameritas Investment Company
Nebraska
$11K