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iShares ESG Aware MSCI USA Small-Cap ETF

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
51
Bluestem Financial Advisors
Illinois
$1.48M 38,270 +683 +2%
WT
52
Whittier Trust
California
$1.46M 37,758 +1,213 +3%
SA
53
Stewardship Advisors
Pennsylvania
$1.41M 36,638 +795 +2%
WP
54
WealthSource Partners
California
$1.27M 32,843 +24,776 +307%
SFS
55
Sowell Financial Services
Arkansas
$1.26M 31,720 +9,665 +44%
SC
56
Savant Capital
Illinois
$1.25M 32,516 +1,191 +4%
RCS
57
Retirement Capital Strategies
California
$1.23M 31,793 +31,793 New
LGWM
58
Litman Gregory Wealth Management
California
$1.21M 31,452 +680 +2%
ST
59
Spinnaker Trust
Maine
$1.12M 29,155 +22,491 +338%
ASN
60
Advisory Services Network
Georgia
$1.1M 28,391 -2,032 -7%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.08M 28,074 +28,074 New
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$1.07M 27,720 +6,689 +32%
BWM
63
Baystate Wealth Management
Massachusetts
$1M 26,000 +1,911 +8%
HGWM
64
Horst & Graben Wealth Management
Oregon
$1M 25,999 +25,999 New
GC
65
Grimes & Company
Massachusetts
$959K 24,885 +1,676 +7%
HPWM
66
Highland Private Wealth Management
Washington
$929K 24,113 +2,247 +10%
JFA
67
JNBA Financial Advisors
Minnesota
$911K 23,639 +5,545 +31%
SBSB
68
Sullivan, Bruyette, Speros & Blaney
Virginia
$903K 23,436 +578 +3%
TC
69
Trilogy Capital
California
$900K 23,360 +7,163 +44%
OWA
70
One Wealth Advisors
California
$888K 23,031 +23,031 New
AAM
71
Autus Asset Management
Arizona
$876K 22,732 +5,150 +29%
PSUF
72
People's United Financial
Connecticut
$875K 22,703 +22,703 New
COCM
73
Charter Oak Capital Management
New Hampshire
$860K 22,307 -1,294 -5%
Franklin Resources
74
Franklin Resources
California
$845K 21,934 +7,779 +55%
Truist Financial
75
Truist Financial
North Carolina
$818K 21,221 +5,645 +36%