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iShares ESG Aware MSCI USA Small-Cap ETF

122 hedge funds and large institutions have $211M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+34
Holders Change %
+38.64%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
43
Increased
55
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$52K 2,081 +2,081 New
SWM
102
Sugarloaf Wealth Management
Georgia
$42K 1,690
SIAS
103
Shine Investment Advisory Services
Colorado
$32K 1,295 -1,985 -61%
GC
104
Grace Capital
Massachusetts
$30K 1,200 -403 -25%
Morgan Stanley
105
Morgan Stanley
New York
$30K 1,201
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$25K 988 +988 New
HPC
107
HM Payson & Co
Maine
$25K 1,000 +1,000 New
CWA
108
Carolina Wealth Advisors
South Carolina
$23K 929
TF
109
TimeScale Financial
Massachusetts
$20K 807 -346 -30%
AF
110
Advisornet Financial
Minnesota
$17K 662 +76 +13%
PCG
111
Private Capital Group
Connecticut
$15K 600
FCM
112
Firestone Capital Management
Florida
$15K 596 +596 New
LFG
113
LifePlan Financial Group
Ohio
$13K 522
RWG
114
Regal Wealth Group
California
$11K 431
IWP
115
IAG Wealth Partners
Wisconsin
$10K 359 +359 New
EIP
116
Ellis Investment Partners
Pennsylvania
$8K 329 +1 +0.3%
CAL
117
Capital Analysts LLC
Pennsylvania
$8K 311 +1 +0.3%
LFG
118
Larson Financial Group
Missouri
$7K 294 +294 New
PIMG
119
Patriot Investment Management Group
Tennessee
$4.89K 195 +195 New
CFG
120
Citizens Financial Group
Rhode Island
$3K 139 +139 New
TI
121
tru Independence
Oregon
$42 1,715 +1,715 New
MMA
122
Miracle Mile Advisors
California
-29,506 Closed
SFG
123
Sage Financial Group
Pennsylvania
-13,723 Closed
WCM
124
Wealthcare Capital Management
Virginia
-2,218 Closed
AC
125
AlphaCore Capital
California
-456 Closed