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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$3.02M -$64.8K -1,882 -2%
HGWM
52
Harvest Group Wealth Management
Massachusetts
$2.79M -$218K -6,335 -7%
PA
53
Parkside Advisors
California
$2.72M +$75.6K +2,197 +3%
ASN
54
Advisory Services Network
Georgia
$2.72M +$1.47M +42,695 +98%
WA
55
Wealth Architects
California
$2.66M +$1.96M +56,881 +205%
CAG
56
Crestwood Advisors Group
Massachusetts
$2.49M +$39.2K +1,138 +1%
AIA
57
Ally Invest Advisors
North Carolina
$2.41M +$183K +5,308 +7%
OWA
58
One Wealth Advisors
California
$2.41M +$465K +13,513 +21%
HPWM
59
Highland Private Wealth Management
Washington
$2.36M +$954K +27,711 +59%
SA
60
Stewardship Advisors
Pennsylvania
$2.35M -$45.1K -1,312 -2%
BEC
61
Blue Edge Capital
Virginia
$2.34M -$71.7K -2,085 -3%
RWP
62
RWA Wealth Partners
Massachusetts
$2.2M -$17.2K -501 -0.7%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$2.03M
I
64
IMPACTfolio
Colorado
$1.98M -$385K -11,180 -15%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$1.94M -$100K -2,905 -4%
BFA
66
Bluestem Financial Advisors
Illinois
$1.91M +$359K +10,419 +21%
Stifel Financial
67
Stifel Financial
Missouri
$1.9M -$40.6K -1,180 -2%
AWS
68
Atria Wealth Solutions
New York
$1.84M -$211K -6,142 -10%
SC
69
Savant Capital
Illinois
$1.83M +$118K +3,431 +6%
SWM
70
SigFig Wealth Management
California
$1.73M +$642K +18,650 +72%
RFC
71
Regions Financial Corp
Alabama
$1.7M +$339K +9,847 +22%
MWM
72
Mascoma Wealth Management
New Hampshire
$1.69M +$7.5K +218 +0.4%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.68M -$810K -23,531 -31%
ACA
74
Affinity Capital Advisors
California
$1.66M +$318K +9,232 +21%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.62M +$476K +13,831 +37%