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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Alaska Wealth Advisors
Alaska
$3.52M +$174K +5,233 +5%
CIAS
52
Capital Investment Advisory Services
North Carolina
$3.17M -$119K -3,570 -4%
GI
53
Gradient Investments
Minnesota
$3.17M -$709K -21,361 -18%
Citadel Advisors
54
Citadel Advisors
Florida
$2.92M +$1.89M +56,914 +178%
HIF
55
Hill Island Financial
Michigan
$2.87M -$4.03M -121,249 -58%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$2.83M -$202K -6,078 -7%
AIA
57
Ally Invest Advisors
North Carolina
$2.8M +$118K +3,540 +4%
GC
58
Garde Capital
Washington
$2.7M -$23.8K -718 -0.9%
BFA
59
Bluestem Financial Advisors
Illinois
$2.66M -$78.8K -2,374 -3%
SC
60
Savant Capital
Illinois
$2.65M +$786K +23,658 +38%
OWA
61
One Wealth Advisors
California
$2.64M -$94.8K -2,855 -3%
RCG
62
Regatta Capital Group
California
$2.62M +$1.73M +51,951 +186%
PA
63
Parkside Advisors
California
$2.56M -$498K -15,001 -16%
HGWM
64
Harvest Group Wealth Management
Massachusetts
$2.54M -$215K -6,477 -8%
SA
65
Stewardship Advisors
Pennsylvania
$2.51M -$27.2K -818 -1%
BEC
66
Blue Edge Capital
Virginia
$2.39M +$131K +3,953 +6%
CAG
67
Crestwood Advisors Group
Massachusetts
$2.37M -$219K -6,582 -8%
FA
68
Financial Advisors
Massachusetts
$2.19M +$32.5K +980 +1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.16M +$689K +20,759 +46%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$2.12M
I
71
IMPACTfolio
Colorado
$2.06M -$171K -5,149 -8%
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$2.04M +$27.4K +825 +1%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.04M +$2.06M +61,986 New
ADL
74
Asset Dedication LLC
California
$2.01M +$549K +16,532 +37%
Stifel Financial
75
Stifel Financial
Missouri
$1.98M +$77.1K +2,323 +4%