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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Stanich Group
New York
$4.3M +$4.42M +102,284 New
BFA
52
Bluestem Financial Advisors
Illinois
$4.19M +$22K +510 +0.5%
IWA
53
Invera Wealth Advisors
Oregon
$3.99M -$89.7K -2,076 -2%
WCWM
54
Willow Creek Wealth Management
California
$3.98M +$20.7K +478 +0.5%
MWM
55
Mission Wealth Management
California
$3.87M -$152K -3,515 -4%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.73M -$10.4K -240 -0.3%
HIF
57
Hill Island Financial
Michigan
$3.71M +$168K +3,882 +5%
GI
58
Gradient Investments
Minnesota
$3.6M +$102K +2,364 +3%
MAWA
59
Moss Adams Wealth Advisors
Washington
$3.54M -$31.2K -721 -0.8%
RCG
60
Regatta Capital Group
California
$3.46M +$111K +2,559 +3%
Corient Private Wealth
61
Corient Private Wealth
Florida
$3.41M +$42.3K +979 +1%
Principal Financial Group
62
Principal Financial Group
Iowa
$3.18M +$1.74M +40,259 +114%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$3.01M +$295K +6,829 +11%
FTUS
64
Flow Traders U.S.
New York
$2.94M +$3.02M +69,828 New
IWM
65
Integris Wealth Management
California
$2.91M -$188K -4,346 -6%
HI
66
Harbour Investments
Wisconsin
$2.87M +$95.3K +2,204 +3%
FA
67
Financial Advisors
Massachusetts
$2.74M -$74.9K -1,734 -3%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$2.72M
CGL
69
Clarius Group LLC
Washington
$2.71M +$1.95M +45,102 +234%
CAG
70
Crestwood Advisors Group
Massachusetts
$2.67M -$30.3K -701 -1%
AC
71
Apella Capital
Connecticut
$2.63M +$44.5K +1,029 +2%
Stifel Financial
72
Stifel Financial
Missouri
$2.55M +$67.7K +1,566 +3%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2.55M +$404K +9,338 +18%
Mariner
74
Mariner
Kansas
$2.53M +$54.4K +1,258 +2%
WB
75
WesBanco Bank
West Virginia
$2.47M -$329K -7,608 -11%