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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Vision Capital Management
Oregon
$2.46M +$67.9K +1,571 +3%
I
77
IMPACTfolio
Colorado
$2.45M -$59.9K -1,387 -2%
SC
78
Stephens Consulting
Michigan
$2.44M +$87.5K +2,025 +4%
SWP
79
Stratos Wealth Partners
Ohio
$2.43M -$198K -4,583 -7%
QC
80
Quent Capital
New York
$2.41M -$54.8K -1,267 -2%
JP Morgan Chase
81
JP Morgan Chase
New York
$2.4M +$488K +11,294 +25%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.4M -$123K -2,848 -5%
FF
83
Francis Financial
$2.38M -$51.4K -1,189 -2%
RFC
84
Regions Financial Corp
Alabama
$2.34M -$223K -5,158 -8%
BEC
85
Blue Edge Capital
Virginia
$2.34M +$32.5K +752 +1%
PSA
86
Plum Street Advisors
Louisiana
$2.34M +$565K +13,076 +31%
OFG
87
Omega Financial Group
California
$2.29M +$19.5K +452 +0.8%
HTC
88
Haverford Trust Company
Pennsylvania
$2.26M +$1.01M +23,331 +77%
DL
89
DOHJ LLC
Washington
$2.22M -$65.6K -1,518 -3%
CIAS
90
Capital Investment Advisory Services
North Carolina
$2.19M -$68.1K -1,575 -3%
LWP
91
Laurel Wealth Planning
Minnesota
$2.08M -$9.55K -221 -0.4%
Cerity Partners
92
Cerity Partners
New York
$2.08M +$55.6K +1,286 +3%
ADL
93
Asset Dedication LLC
California
$2.08M -$614K -14,201 -22%
Franklin Resources
94
Franklin Resources
California
$2.08M -$79.1K -1,830 -4%
GC
95
Grimes & Company
Massachusetts
$2.04M -$18.5K -429 -0.9%
TC
96
Trilogy Capital
California
$2.03M -$91.9K -2,127 -4%
BCM
97
Becker Capital Management
Oregon
$1.99M -$299K -6,915 -13%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$1.96M -$562K -13,008 -22%
CA
99
CGN Advisors
Kansas
$1.92M -$212K -4,911 -10%
SFG
100
Sage Financial Group
Pennsylvania
$1.88M -$33.1K -767 -2%