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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Vision Capital Management
Oregon
$1.93M +$328K +9,871 +20%
AWS
77
Atria Wealth Solutions
New York
$1.84M -$96.3K -2,901 -5%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$1.77M +$315K +9,498 +21%
KAS
79
Kestra Advisory Services
Texas
$1.76M +$331K +9,959 +23%
SPIA
80
Steward Partners Investment Advisory
New York
$1.76M +$114K +3,432 +7%
WCWM
81
Willow Creek Wealth Management
California
$1.75M +$669K +20,154 +61%
MWM
82
Mascoma Wealth Management
New Hampshire
$1.75M -$43.5K -1,309 -2%
RFC
83
Regions Financial Corp
Alabama
$1.75M -$43.3K -1,303 -2%
MG
84
Mather Group
Illinois
$1.75M +$322K +9,687 +22%
OFG
85
Omega Financial Group
California
$1.7M +$898K +27,053 +110%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.65M +$1.23M +37,017 +284%
IWM
87
Integris Wealth Management
California
$1.63M +$1.65M +49,718 New
MAWA
88
Moss Adams Wealth Advisors
Washington
$1.63M +$1.64M +49,527 New
SC
89
Stephens Consulting
Michigan
$1.63M +$247K +7,438 +18%
ACA
90
Affinity Capital Advisors
California
$1.57M -$91.7K -2,761 -5%
AC
91
Apella Capital
Connecticut
$1.5M +$212K +6,385 +16%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$1.47M +$6.28K +189 +0.4%
HI
93
Harbour Investments
Wisconsin
$1.46M -$118K -3,564 -7%
COCM
94
Charter Oak Capital Management
New Hampshire
$1.4M -$211K -6,364 -13%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$202K +6,070 +17%
BWM
96
Baystate Wealth Management
Massachusetts
$1.38M +$160K +4,817 +13%
PWM
97
Perigon Wealth Management
California
$1.38M +$11.5K +345 +0.8%
TC
98
Trilogy Capital
California
$1.32M -$67.9K -2,045 -5%
ST
99
Spinnaker Trust
Maine
$1.31M +$28.5K +859 +2%
CAN
100
Cetera Advisor Networks
California
$1.29M +$658K +19,810 +103%