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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$2.15M +$138K +3,490 +7%
OWA
52
One Wealth Advisors
California
$2.14M +$353K +8,931 +19%
Stifel Financial
53
Stifel Financial
Missouri
$2.12M +$103K +2,595 +5%
Truist Financial
54
Truist Financial
North Carolina
$1.99M +$988K +24,969 +96%
ACA
55
Affinity Capital Advisors
California
$1.96M -$105K -2,661 -5%
Prudential Financial
56
Prudential Financial
New Jersey
$1.93M +$728K +18,389 +61%
MWM
57
Mascoma Wealth Management
New Hampshire
$1.91M +$65.3K +1,651 +3%
PFM
58
Parsec Financial Management
North Carolina
$1.83M +$1.69M +42,842 New
BFA
59
Bluestem Financial Advisors
Illinois
$1.78M -$23.5K -593 -1%
BWP
60
BSW Wealth Partners
Colorado
$1.72M +$583K +14,745 +50%
Wells Fargo
61
Wells Fargo
California
$1.72M +$913K +23,072 +110%
TAIM
62
TD Ameritrade Investment Management
Nebraska
$1.69M -$989K -25,010 -28%
BCM
63
Brookstone Capital Management
Illinois
$1.67M +$173K +4,369 +12%
WT
64
Whittier Trust
California
$1.62M +$148K +3,750 +10%
HGWM
65
Horst & Graben Wealth Management
Oregon
$1.6M +$88.1K +2,228 +6%
SC
66
Savant Capital
Illinois
$1.59M +$216K +5,451 +15%
RFC
67
Regions Financial Corp
Alabama
$1.57M +$457K +11,548 +40%
DT
68
Diversified Trust
Tennessee
$1.45M +$54.4K +1,375 +4%
HI
69
Harbour Investments
Wisconsin
$1.44M +$1.26M +31,910 +642%
BWM
70
Baystate Wealth Management
Massachusetts
$1.37M -$323K -8,157 -19%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$1.36M +$59.7K +1,508 +5%
AA
72
Addison Advisors
Vermont
$1.35M +$28.9K +730 +2%
FA
73
Financial Advisors
Massachusetts
$1.31M +$268K +6,766 +25%
ASN
74
Advisory Services Network
Georgia
$1.3M +$47.7K +1,205 +4%
PSUF
75
People's United Financial
Connecticut
$1.29M +$51.8K +1,309 +4%