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iShares ESG Aware MSCI USA Small-Cap ETF

88 hedge funds and large institutions have $99.8M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
49
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAM
51
Baldrige Asset Management
Pennsylvania
$208K 10,406 +10,406 New
MM
52
Main Management
California
$198K 9,917 -1,027 -9%
BBA
53
Braun-Bostich & Associates
Pennsylvania
$192K 10,215 +7,506 +277%
TFO
54
Tarbox Family Office
California
$156K 7,825 +3,560 +83%
VCS
55
Vaughan & Co Securities
New Jersey
$148K 7,427 -5,675 -43%
IFAM
56
Institutional & Family Asset Management
Colorado
$122K 6,113 +26 +0.4%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$120K 5,997 +990 +20%
AssetMark Inc
58
AssetMark Inc
California
$107K 5,378 +2,585 +93%
JFA
59
JNBA Financial Advisors
Minnesota
$80K 4,024 +3,044 +311%
SIAS
60
Shine Investment Advisory Services
Colorado
$65K 3,280 +750 +30%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$63K 3,172 +1,680 +113%
OPS
62
Orion Portfolio Solutions
Nebraska
$59K 2,965 +2,965 New
IA
63
IFP Advisors
Florida
$55K 2,714 +2,706 +33,825%
SPIA
64
Steward Partners Investment Advisory
New York
$53K 2,671 +1,736 +186%
CIAS
65
Capital Investment Advisory Services
North Carolina
$51K 2,540 +2,540 New
ADL
66
Asset Dedication LLC
California
$46K 2,416 -157 -6%
TRCT
67
Tower Research Capital (TRC)
New York
$45K 2,257 -55,634 -96%
WCM
68
Wealthcare Capital Management
Virginia
$44K 2,218 +369 +20%
FCA
69
FinTrust Capital Advisors
South Carolina
$41K 2,055
SWM
70
Sugarloaf Wealth Management
Georgia
$34K 1,690 +1,690 New
GC
71
Grace Capital
Massachusetts
$32K 1,603
ASN
72
Advisory Services Network
Georgia
$29K 1,468 +568 +63%
Morgan Stanley
73
Morgan Stanley
New York
$24K 1,201 +540 +82%
TF
74
TimeScale Financial
Massachusetts
$23K 1,153 +1,153 New
CWA
75
Carolina Wealth Advisors
South Carolina
$19K 929 +67 +8%