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iShares ESG Aware MSCI USA Small-Cap ETF

141 hedge funds and large institutions have $274M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
75
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFO
101
Tarbox Family Office
California
$226K 8,540
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$211K 7,951 +7,951 New
SFO
103
Stokes Family Office
Louisiana
$208K 7,850 -3,600 -31%
OPS
104
Orion Portfolio Solutions
Nebraska
$202K 7,619 +687 +10%
EWA
105
ERTS Wealth Advisors
Michigan
$200K 7,526 +7,526 New
IFAM
106
Institutional & Family Asset Management
Colorado
$181K 6,834 -77 -1%
RCWMU
107
Rothschild & Co Wealth Management (UK)
United Kingdom
$173K 6,506 +3,258 +100%
AssetMark Inc
108
AssetMark Inc
California
$155K 5,850 -3,394 -37%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$152K 5,748 +2,209 +62%
JFA
110
JNBA Financial Advisors
Minnesota
$143K 5,374 +350 +7%
TRCT
111
Tower Research Capital (TRC)
New York
$115K 4,334 -84,491 -95%
SPIA
112
Steward Partners Investment Advisory
New York
$104K 3,910 +115 +3%
ADL
113
Asset Dedication LLC
California
$92K 3,528 +600 +20%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$91K 3,368 +2,380 +241%
CWA
115
Carolina Wealth Advisors
South Carolina
$91K 3,442 +2,513 +271%
CFD
116
Creative Financial Designs
Indiana
$82K 3,075 +3,075 New
BBA
117
Braun-Bostich & Associates
Pennsylvania
$81K 3,060
IA
118
IFP Advisors
Florida
$75K 2,869 +219 +8%
SWM
119
Sugarloaf Wealth Management
Georgia
$64K 1,690
EI
120
Ellevest Inc
New York
$60K 2,278 +8 +0.4%
PP
121
PrairieView Partners
Minnesota
$58K 2,184 +2,184 New
VFA
122
Valeo Financial Advisors
Indiana
$55K 2,087 +6 +0.3%
AF
123
Advisornet Financial
Minnesota
$46K 1,718 +1,056 +160%
SIAS
124
Shine Investment Advisory Services
Colorado
$41K 1,556 +261 +20%
CPW
125
Catalyst Private Wealth
California
$38K 1,437 +1,437 New