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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
76
Charter Oak Capital Management
New Hampshire
$2.51M +$2.53K +63 +0.1%
I
77
IMPACTfolio
Colorado
$2.49M +$7.6K +189 +0.3%
BRIA
78
Balanced Rock Investment Advisors
Massachusetts
$2.49M +$123K +3,056 +5%
Stifel Financial
79
Stifel Financial
Missouri
$2.47M +$181K +4,500 +8%
Mariner
80
Mariner
Kansas
$2.47M -$34.2K -850 -1%
QC
81
Quent Capital
New York
$2.45M -$24.8K -616 -1%
WA
82
Waverly Advisors
Alabama
$2.44M -$204K -5,076 -8%
FF
83
Francis Financial
$2.42M +$102K +2,526 +5%
VCM
84
Vision Capital Management
Oregon
$2.38M -$58K -1,444 -2%
SC
85
Stephens Consulting
Michigan
$2.34M -$38.8K -964 -2%
BEC
86
Blue Edge Capital
Virginia
$2.3M -$394K -9,794 -15%
BCM
87
Becker Capital Management
Oregon
$2.27M -$50.5K -1,255 -2%
OFG
88
Omega Financial Group
California
$2.26M -$58.8K -1,463 -3%
DL
89
DOHJ LLC
Washington
$2.25M -$1.23M -30,700 -36%
CIAS
90
Capital Investment Advisory Services
North Carolina
$2.24M -$67.5K -1,680 -3%
Franklin Resources
91
Franklin Resources
California
$2.17M -$66K -1,643 -3%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$2.14M +$315K +7,834 +18%
CA
93
CGN Advisors
Kansas
$2.12M +$35.9K +894 +2%
TC
94
Trilogy Capital
California
$2.11M +$59.2K +1,472 +3%
LWP
95
Laurel Wealth Planning
Minnesota
$2.08M -$58.6K -1,457 -3%
GC
96
Grimes & Company
Massachusetts
$2.04M +$817K +20,334 +71%
Cerity Partners
97
Cerity Partners
New York
$2.02M +$393K +9,770 +25%
JP Morgan Chase
98
JP Morgan Chase
New York
$1.92M -$432K -10,747 -19%
SFG
99
Sage Financial Group
Pennsylvania
$1.9M +$81K +2,014 +5%
HPFG
100
Hart & Patterson Financial Group
Massachusetts
$1.87M -$41.8K -1,040 -2%