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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Hardy Reed
Mississippi
$819K +$22K +557 +3%
WA
102
Wealth Alliance
New York
$770K +$113K +2,845 +17%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$736K +$21.9K +554 +3%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$728K +$154K +3,881 +26%
GW
105
GW & Wade
Massachusetts
$719K +$313K +7,921 +75%
PCA
106
Personal Capital Advisors
California
$718K +$267K +6,757 +58%
LNC
107
Lincoln National Corp
Pennsylvania
$717K +$26.3K +665 +4%
APA
108
American Portfolios Advisors
New York
$691K +$104K +2,635 +17%
SFS
109
Sowell Financial Services
Arkansas
$690K -$638K -16,117 -48%
AFAS
110
Acorn Financial Advisory Services
Virginia
$678K +$56.9K +1,437 +9%
CWM
111
Cranbrook Wealth Management
Michigan
$671K +$13.6K +345 +2%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$669K +$6.96K +176 +1%
APW
113
Austin Private Wealth
Texas
$668K +$183K +4,620 +37%
SWM
114
SigFig Wealth Management
California
$653K +$261K +6,608 +65%
BIA
115
Bell Investment Advisors
California
$650K +$659K +16,654 New
HWA
116
Hilltop Wealth Advisors
North Carolina
$643K +$128K +3,247 +25%
RJT
117
Raymond James Trust
Florida
$643K +$652K +16,474 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$628K +$439K +11,089 +221%
QCM
119
Quest Capital Management
Texas
$625K +$634K +16,024 New
MBT
120
Montecito Bank & Trust
California
$613K
SWG
121
Summit Wealth Group
Vermont
$608K +$167K +4,211 +37%
AIP
122
Ameritas Investment Partners
Nebraska
$605K -$6.61K -167 -1%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$604K +$11.6K +293 +2%
SFG
124
SNS Financial Group
Minnesota
$598K +$87.1K +2,202 +17%
CL
125
CPWM LLC
Washington
$593K -$26.6K -673 -4%