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iShares ESG Aware MSCI USA Small-Cap ETF

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141177 (+36)

3% more ownership

Funds ownership: 70.73%73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$509K +$138K +4,472 +43%
FWCM
77
Ferguson Wellman Capital Management
Oregon
$506K +$16.9K +550 +4%
FI
78
FormulaFolio Investments
Michigan
$489K +$441K +14,333 New
Franklin Resources
79
Franklin Resources
California
$483K -$20.8K -678 -5%
PAS
80
Park Avenue Securities
New York
$481K -$479K -15,566 -52%
LA
81
LVW Advisors
New York
$474K -$11.8K -384 -3%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$470K
VCS
83
Vaughan & Co Securities
New Jersey
$458K
SFG
84
Sage Financial Group
Pennsylvania
$457K +$21.1K +687 +5%
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$453K -$2K -65 -0.5%
TIA
86
Traphagen Investment Advisors
New Jersey
$433K
APA
87
American Portfolios Advisors
New York
$416K +$375K +12,201 New
PA
88
Paracle Advisors
Washington
$414K
BCM
89
Brookstone Capital Management
Illinois
$403K +$363K +11,797 New
BDFN
90
Bond & Devick Financial Network
Minnesota
$389K +$351K +11,405 New
ODIJL
91
One Day In July LLC
Vermont
$385K +$347K +11,283 New
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$382K +$345K +11,205 New
MAG
93
Mokosak Advisory Group
Iowa
$374K -$2.71K -88 -0.8%
MWM
94
Mascoma Wealth Management
New Hampshire
$370K +$334K +10,850 New
DWT
95
Dorsey & Whitney Trust
South Dakota
$366K
PAG
96
Private Advisor Group
New Jersey
$355K +$320K +10,411 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$353K +$296K +9,616 +1,319%
BAM
98
Baldrige Asset Management
Pennsylvania
$344K -$19.7K -642 -6%
BFA
99
Bragg Financial Advisors
North Carolina
$344K
LNC
100
Lincoln National Corp
Pennsylvania
$344K +$45.9K +1,494 +17%