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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
51
Morningstar Investment Services
Illinois
$3.62M -$267K -6,921 -7%
IWA
52
Invera Wealth Advisors
Oregon
$3.59M +$39K +1,010 +1%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.54M +$1.65M +42,704 +87%
BFA
54
Bluestem Financial Advisors
Illinois
$3.47M +$229K +5,943 +7%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.46M +$35.2K +912 +1%
DL
56
DOHJ LLC
Washington
$3.27M +$207K +5,371 +7%
GI
57
Gradient Investments
Minnesota
$3.2M +$58.9K +1,525 +2%
HIF
58
Hill Island Financial
Michigan
$3.13M +$70.3K +1,821 +2%
RCG
59
Regatta Capital Group
California
$3.12M -$67.5K -1,748 -2%
MAWA
60
Moss Adams Wealth Advisors
Washington
$3.11M +$22.4K +579 +0.7%
Corient Private Wealth
61
Corient Private Wealth
Florida
$2.92M +$132K +3,422 +5%
IWM
62
Integris Wealth Management
California
$2.82M +$33.8K +875 +1%
KF
63
Krilogy Financial
Missouri
$2.65M -$1.46M -37,870 -36%
SWP
64
Stratos Wealth Partners
Ohio
$2.64M -$295K -7,637 -10%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$2.6M +$35.6K +922 +1%
FA
66
Financial Advisors
Massachusetts
$2.58M -$89.4K -2,315 -3%
CAG
67
Crestwood Advisors Group
Massachusetts
$2.57M -$2.63K -68 -0.1%
BEC
68
Blue Edge Capital
Virginia
$2.49M +$22.1K +572 +0.9%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$2.49M
WA
70
Waverly Advisors
Alabama
$2.44M -$998K -25,856 -29%
ADL
71
Asset Dedication LLC
California
$2.42M +$102K +2,636 +4%
SA
72
Stewardship Advisors
Pennsylvania
$2.4M +$189K +4,908 +9%
RFC
73
Regions Financial Corp
Alabama
$2.36M +$246K +6,361 +12%
HI
74
Harbour Investments
Wisconsin
$2.32M +$65.3K +1,692 +3%
COCM
75
Charter Oak Capital Management
New Hampshire
$2.31M +$38.7K +1,003 +2%