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iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
Financial Advisors
Massachusetts
$1.08M +$622K +15,652 +139%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$256K +6,430 +33%
EH
78
Equitable Holdings
New York
$1.05M +$266K +6,684 +34%
Truist Financial
79
Truist Financial
North Carolina
$1.05M +$186K +4,679 +22%
AAM
80
Autus Asset Management
Arizona
$1.01M +$87.6K +2,203 +10%
AC
81
Apella Capital
Connecticut
$1M +$515K +12,950 +109%
HPWM
82
Highland Private Wealth Management
Washington
$1M +$26K +654 +3%
JFA
83
JNBA Financial Advisors
Minnesota
$1M +$45.5K +1,144 +5%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$924K +$386K +9,707 +74%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$923K +$910K +22,874 New
MG
86
Mather Group
Illinois
$917K +$77.6K +1,951 +9%
HTC
87
Haverford Trust Company
Pennsylvania
$912K +$93K +2,338 +12%
VCM
88
Vision Capital Management
Oregon
$909K +$152K +3,834 +21%
Franklin Resources
89
Franklin Resources
California
$905K +$19.2K +484 +2%
Wells Fargo
90
Wells Fargo
California
$844K +$830K +20,871 +56,408%
HR
91
Hardy Reed
Mississippi
$825K +$94K +2,364 +13%
TRCT
92
Tower Research Capital (TRC)
New York
$778K +$294K +7,382 +62%
SHJ
93
Sharkey, Howes & Javer
Colorado
$762K +$326K +8,199 +77%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$739K +$92.5K +2,327 +15%
LNC
95
Lincoln National Corp
Pennsylvania
$715K +$257K +6,467 +57%
RZH
96
Relyea Zuckerberg Hanson
Connecticut
$685K +$597 +15 +0.1%
WA
97
Wealth Alliance
New York
$682K +$672K +16,892 New
CWM
98
Cranbrook Wealth Management
Michigan
$680K +$11K +276 +2%
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$678K +$13.8K +348 +2%
CA
100
CGN Advisors
Kansas
$672K +$59.8K +1,503 +10%