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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.27M +$403K +10,016 +11%
BFA
52
Bluestem Financial Advisors
Illinois
$4.15M +$360K +8,946 +10%
IWA
53
Invera Wealth Advisors
Oregon
$4.13M +$84.6K +2,105 +2%
MWM
54
Mission Wealth Management
California
$4M -$701K -17,446 -15%
WCWM
55
Willow Creek Wealth Management
California
$3.94M +$9.33K +232 +0.2%
MIS
56
Morningstar Investment Services
Illinois
$3.81M -$127K -3,154 -3%
Osaic Holdings
57
Osaic Holdings
Arizona
$3.72M -$37.5K -933 -1%
MAWA
58
Moss Adams Wealth Advisors
Washington
$3.55M +$169K +4,197 +5%
HIF
59
Hill Island Financial
Michigan
$3.53M +$130K +3,227 +4%
GI
60
Gradient Investments
Minnesota
$3.49M +$11.7K +292 +0.4%
KF
61
Krilogy Financial
Missouri
$3.47M +$573K +14,254 +21%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.35M +$163K +4,054 +5%
RCG
63
Regatta Capital Group
California
$3.33M -$53.2K -1,324 -2%
IWM
64
Integris Wealth Management
California
$3.08M +$18.3K +456 +0.6%
FA
65
Financial Advisors
Massachusetts
$2.8M +$1.25K +31 +0%
WB
66
WesBanco Bank
West Virginia
$2.77M +$2.66M +66,290 New
HI
67
Harbour Investments
Wisconsin
$2.76M +$230K +5,721 +9%
SA
68
Stewardship Advisors
Pennsylvania
$2.74M +$128K +3,176 +5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.71M -$117K -2,910 -4%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$2.7M
CAG
71
Crestwood Advisors Group
Massachusetts
$2.69M -$94.7K -2,356 -4%
ADL
72
Asset Dedication LLC
California
$2.66M +$30.8K +767 +1%
SWP
73
Stratos Wealth Partners
Ohio
$2.61M -$249K -6,201 -9%
RFC
74
Regions Financial Corp
Alabama
$2.55M -$18.5K -461 -0.8%
AC
75
Apella Capital
Connecticut
$2.54M +$156K +3,880 +7%