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iShares ESG Aware MSCI USA Small-Cap ETF

122 hedge funds and large institutions have $211M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+34
Holders Change %
+38.64%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
43
Increased
55
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$256K 10,209 +10,209 New
FWCM
77
Ferguson Wellman Capital Management
Oregon
$253K 10,110 +10,110 New
BFA
78
Bragg Financial Advisors
North Carolina
$248K 9,873 +9,873 New
PGA
79
Portland Global Advisors
Maine
$248K 9,900 +9,900 New
EPP
80
ETF Portfolio Partners
Kansas
$246K 9,824 +9,824 New
MM
81
Main Management
California
$245K 9,787 -130 -1%
DWT
82
Dorsey & Whitney Trust
South Dakota
$243K 9,700 +9,700 New
AssetMark Inc
83
AssetMark Inc
California
$232K 9,244 +3,866 +72%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$232K 9,250 +9,250 New
TFO
85
Tarbox Family Office
California
$214K 8,540 +715 +9%
TC
86
Trilogy Capital
California
$213K 8,310 +8,310 New
HHGA
87
Halbert Hargrove Global Advisors
California
$213K 8,488 +8,488 New
OPS
88
Orion Portfolio Solutions
Nebraska
$174K 6,932 +3,967 +134%
IFAM
89
Institutional & Family Asset Management
Colorado
$173K 6,911 +798 +13%
JFA
90
JNBA Financial Advisors
Minnesota
$126K 5,024 +1,000 +25%
WR
91
Watson Rebecca
$125K 4,985 +4,985 New
SPIA
92
Steward Partners Investment Advisory
New York
$95K 3,795 +1,124 +42%
CAN
93
Cetera Advisor Networks
California
$92K 3,650 +3,650 New
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$89K 3,539 +367 +12%
RCWMU
95
Rothschild & Co Wealth Management (UK)
United Kingdom
$81K 3,248 +3,248 New
BBA
96
Braun-Bostich & Associates
Pennsylvania
$77K 3,060 -7,155 -70%
ADL
97
Asset Dedication LLC
California
$75K 2,928 +512 +21%
IA
98
IFP Advisors
Florida
$65K 2,650 -64 -2%
EI
99
Ellevest Inc
New York
$57K 2,270 +2,270 New
FCA
100
FinTrust Capital Advisors
South Carolina
$53K 2,115 +60 +3%