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iShares ESG Aware MSCI USA Small-Cap ETF

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141177 (+36)

3% more ownership

Funds ownership: 70.73%73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Pinnacle Advisory Group
Maryland
$342K +$308K +10,020 New
BSWM
102
Boston Standard Wealth Management
Massachusetts
$341K +$1.32K +43 +0.4%
PGA
103
Portland Global Advisors
Maine
$338K
RA
104
RFG Advisory
Alabama
$338K +$289K +9,386 New
MM
105
Main Management
California
$334K
EPP
106
ETF Portfolio Partners
Kansas
$324K
MCM
107
Maryland Capital Management
Maryland
$324K +$9.22K +300 +3%
CFG
108
Citizens Financial Group
Rhode Island
$322K +$8.15K +265 +3%
AWA
109
Aaron Wealth Advisors
Illinois
$318K +$287K +9,337 New
EWA
110
ERTS Wealth Advisors
Michigan
$315K +$52.5K +1,707 +23%
BSB
111
Bangor Savings Bank
Maine
$310K +$279K +9,070 New
CL
112
CPWM LLC
Washington
$306K +$276K +8,968 New
BWP
113
BSW Wealth Partners
Colorado
$293K +$264K +8,575 New
TFO
114
Tarbox Family Office
California
$291K
HighTower Advisors
115
HighTower Advisors
Illinois
$287K +$259K +8,439 New
5L
116
55I LLC
Massachusetts
$286K -$535K -17,391 -67%
SFG
117
SNS Financial Group
Minnesota
$283K +$255K +8,285 New
RJA
118
Raymond James & Associates
Florida
$277K +$249K +8,106 New
WP
119
WealthSource Partners
California
$275K -$664K -21,580 -73%
SFO
120
Stokes Family Office
Louisiana
$268K
AA
121
Alesco Advisors
New York
$266K -$37.5K -1,220 -14%
IFAM
122
Institutional & Family Asset Management
Colorado
$262K +$25.8K +838 +12%
DAS
123
Dynamic Advisor Solutions
Arizona
$260K +$234K +7,608 New
OWA
124
Opal Wealth Advisors
New York
$254K +$229K +7,437 New
OPS
125
Orion Portfolio Solutions
Nebraska
$251K -$7.96K -259 -3%