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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
76
Spinnaker Trust
Maine
$1.27M +$98.5K +2,490 +8%
GC
77
Grimes & Company
Massachusetts
$1.27M +$113K +2,859 +10%
TRCT
78
Tower Research Capital (TRC)
New York
$1.27M +$525K +13,264 +69%
COCM
79
Charter Oak Capital Management
New Hampshire
$1.24M +$153K +3,877 +14%
EH
80
Equitable Holdings
New York
$1.2M +$187K +4,716 +18%
TC
81
Trilogy Capital
California
$1.18M +$45.2K +1,142 +4%
HPWM
82
Highland Private Wealth Management
Washington
$1.17M +$205K +5,176 +21%
HT
83
Hefren-Tillotson
Pennsylvania
$1.16M +$1.17M +29,607 New
AC
84
Apella Capital
Connecticut
$1.14M +$172K +4,342 +17%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.11M
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$94.7K +2,393 +9%
MG
87
Mather Group
Illinois
$1.09M +$211K +5,341 +24%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.09M +$200K +5,060 +22%
AAM
89
Autus Asset Management
Arizona
$1.06M +$92.9K +2,348 +9%
VCM
90
Vision Capital Management
Oregon
$1.06M +$187K +4,724 +21%
RA
91
RFG Advisory
Alabama
$1.05M +$557K +14,090 +109%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M +$153K +3,871 +17%
SHJ
93
Sharkey, Howes & Javer
Colorado
$974K +$241K +6,081 +32%
PWM
94
Perigon Wealth Management
California
$971K +$675K +17,066 +218%
SPIA
95
Steward Partners Investment Advisory
New York
$887K +$321K +8,120 +56%
HTC
96
Haverford Trust Company
Pennsylvania
$882K
Franklin Resources
97
Franklin Resources
California
$874K +$119 +3 +0%
KAS
98
Kestra Advisory Services
Texas
$852K +$547K +13,820 +173%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$846K
JFA
100
JNBA Financial Advisors
Minnesota
$840K -$129K -3,256 -13%