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iShares ESG Aware MSCI USA Small-Cap ETF

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141177 (+36)

3% more ownership

Funds ownership: 70.73%73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$920K -$1.07M -34,732 -56%
BWM
52
Baystate Wealth Management
Massachusetts
$822K +$59K +1,920 +9%
COCM
53
Charter Oak Capital Management
New Hampshire
$805K +$726K +23,601 New
GC
54
Grimes & Company
Massachusetts
$792K +$492 +16 +0.1%
SBSB
55
Sullivan, Bruyette, Speros & Blaney
Virginia
$780K +$151K +4,899 +27%
SFS
56
Sowell Financial Services
Arkansas
$753K -$14.3K -464 -2%
HPWM
57
Highland Private Wealth Management
Washington
$746K +$672K +21,866 New
RZH
58
Relyea Zuckerberg Hanson
Connecticut
$719K -$1.14K -37 -0.2%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$718K +$402K +13,080 +165%
MG
60
Mather Group
Illinois
$683K +$615K +20,010 New
CA
61
CGN Advisors
Kansas
$636K +$573K +18,634 New
VCM
62
Vision Capital Management
Oregon
$618K +$16.2K +528 +3%
JFA
63
JNBA Financial Advisors
Minnesota
$618K +$391K +12,720 +237%
HR
64
Hardy Reed
Mississippi
$607K +$6.33K +206 +1%
AAM
65
Autus Asset Management
Arizona
$600K +$52.9K +1,722 +11%
CWM
66
Cranbrook Wealth Management
Michigan
$572K +$37.9K +1,233 +8%
PCA
67
Personal Capital Advisors
California
$561K
TC
68
Trilogy Capital
California
$553K +$174K +5,655 +54%
WCWM
69
Willow Creek Wealth Management
California
$552K -$52.3K -1,700 -10%
Citadel Advisors
70
Citadel Advisors
Florida
$544K -$77.3K -2,515 -14%
HTC
71
Haverford Trust Company
Pennsylvania
$537K +$7.38K +240 +2%
Truist Financial
72
Truist Financial
North Carolina
$532K +$15.7K +512 +3%
PFA
73
Pathway Financial Advisors
Vermont
$531K +$133K +4,336 +45%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$528K +$57.5K +1,869 +14%
AIP
75
Ameritas Investment Partners
Nebraska
$514K +$32.4K +1,054 +8%