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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$2.3M +$452K +11,708 +24%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.3M +$2.03M +52,547 +736%
I
78
IMPACTfolio
Colorado
$2.29M -$64.5K -1,670 -3%
QC
79
Quent Capital
New York
$2.27M -$182K -4,727 -7%
VCM
80
Vision Capital Management
Oregon
$2.25M -$110K -2,843 -5%
SC
81
Stephens Consulting
Michigan
$2.19M +$98.1K +2,541 +5%
AC
82
Apella Capital
Connecticut
$2.19M +$45K +1,166 +2%
JP Morgan Chase
83
JP Morgan Chase
New York
$2.18M +$159K +4,111 +8%
BRIA
84
Balanced Rock Investment Advisors
Massachusetts
$2.18M +$58.2K +1,508 +3%
OFG
85
Omega Financial Group
California
$2.14M +$60.8K +1,576 +3%
BCM
86
Becker Capital Management
Oregon
$2.14M -$49.4K -1,280 -2%
FF
87
Francis Financial
$2.13M +$180K +4,663 +9%
CIAS
88
Capital Investment Advisory Services
North Carolina
$2.13M -$29.9K -775 -1%
Stifel Financial
89
Stifel Financial
Missouri
$2.1M -$40.6K -1,052 -2%
Franklin Resources
90
Franklin Resources
California
$2.04M -$3.83M -99,187 -65%
LWP
91
Laurel Wealth Planning
Minnesota
$1.97M +$71.1K +1,843 +4%
CA
92
CGN Advisors
Kansas
$1.91M +$111K +2,883 +6%
TC
93
Trilogy Capital
California
$1.88M -$17.5K -453 -0.9%
HPFG
94
Hart & Patterson Financial Group
Massachusetts
$1.76M -$49.2K -1,275 -3%
SFG
95
Sage Financial Group
Pennsylvania
$1.67M +$109K +2,811 +7%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$1.67M +$371K +9,608 +28%
FCG
97
Financial Connections Group
California
$1.64M -$17.5K -454 -1%
PSA
98
Plum Street Advisors
Louisiana
$1.61M -$26.8K -693 -2%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$1.51M +$55.9K +1,448 +4%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.49M -$35K -907 -2%