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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SigFig Wealth Management
California
$3.1M +$1.54M +45,767 +102%
CIAS
52
Capital Investment Advisory Services
North Carolina
$3.07M -$621K -18,405 -16%
PA
53
Parkside Advisors
California
$2.85M +$223K +6,604 +8%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$2.82M -$191K -5,666 -6%
HGWM
55
Harvest Group Wealth Management
Massachusetts
$2.67M +$91.3K +2,706 +3%
BFA
56
Bluestem Financial Advisors
Illinois
$2.55M +$757K +22,445 +37%
OWA
57
One Wealth Advisors
California
$2.55M +$226K +6,688 +9%
GC
58
Garde Capital
Washington
$2.54M -$561K -16,635 -17%
AIA
59
Ally Invest Advisors
North Carolina
$2.5M +$170K +5,029 +7%
CAG
60
Crestwood Advisors Group
Massachusetts
$2.41M -$22K -653 -0.8%
SA
61
Stewardship Advisors
Pennsylvania
$2.37M +$82.2K +2,437 +3%
HPWM
62
Highland Private Wealth Management
Washington
$2.33M +$37.1K +1,100 +1%
BEC
63
Blue Edge Capital
Virginia
$2.11M -$185K -5,490 -7%
RFWA
64
RPg Family Wealth Advisory
Massachusetts
$2.08M -$12.1K -360 -0.6%
I
65
IMPACTfolio
Colorado
$2.08M +$167K +4,955 +8%
MWM
66
Mission Wealth Management
California
$2.07M +$906K +26,840 +66%
FA
67
Financial Advisors
Massachusetts
$2.04M +$1.26M +37,349 +132%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$1.98M
SC
69
Savant Capital
Illinois
$1.89M +$126K +3,720 +6%
AWS
70
Atria Wealth Solutions
New York
$1.81M +$13.3K +393 +0.7%
Stifel Financial
71
Stifel Financial
Missouri
$1.78M -$81.4K -2,411 -4%
MWM
72
Mascoma Wealth Management
New Hampshire
$1.68M +$31.8K +943 +2%
RFC
73
Regions Financial Corp
Alabama
$1.68M +$21.1K +625 +1%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.66M +$1.83M +54,249 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.58M +$9.89K +293 +0.6%