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iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
101
Acorn Financial Advisory Services
Virginia
$643K +$634K +15,931 New
CL
102
CPWM LLC
Washington
$640K +$163K +4,094 +35%
MBT
103
Montecito Bank & Trust
California
$634K
AIP
104
Ameritas Investment Partners
Nebraska
$633K -$5.65K -142 -0.9%
APA
105
American Portfolios Advisors
New York
$608K +$62.6K +1,573 +12%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$598K +$143K +3,585 +31%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$597K +$70.8K +1,780 +14%
SPIA
108
Steward Partners Investment Advisory
New York
$590K +$314K +7,889 +117%
SFG
109
Sage Financial Group
Pennsylvania
$585K -$18K -453 -3%
WCWM
110
Willow Creek Wealth Management
California
$585K -$14.6K -366 -2%
BSWM
111
Boston Standard Wealth Management
Massachusetts
$555K +$109K +2,738 +25%
SCA
112
Snowden Capital Advisors
New York
$547K +$539K +13,561 New
HWA
113
Hilltop Wealth Advisors
North Carolina
$534K +$155K +3,898 +42%
SFG
114
SNS Financial Group
Minnesota
$530K +$6.84K +172 +1%
RA
115
RFG Advisory
Alabama
$523K +$18.6K +468 +4%
CCG
116
Capital CS Group
California
$515K +$507K +12,757 New
VCS
117
Vaughan & Co Securities
New Jersey
$506K -$35K -881 -7%
APW
118
Austin Private Wealth
Texas
$505K +$130K +3,277 +35%
ECM
119
Evergreen Capital Management
Washington
$488K +$133K +3,339 +38%
PA
120
Parallel Advisors
California
$483K +$60.5K +1,521 +15%
CCM
121
Coldstream Capital Management
Washington
$483K +$477K +11,985 New
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$475K
PCA
123
Personal Capital Advisors
California
$470K -$83.7K -2,104 -15%
CB
124
Commerce Bank
Missouri
$470K +$7.95K +200 +2%
IWC
125
Integrated Wealth Concepts
Massachusetts
$461K +$454K +11,413 New