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iShares ESG Aware MSCI USA Small-Cap ETF

265 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, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HR
101
Hardy Reed
Mississippi
$819K 20,996 +557 +3%
WA
102
Wealth Alliance
New York
$770K 19,737 +2,845 +17%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$736K 18,864 +554 +3%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$728K 18,667 +3,881 +26%
GW
105
GW & Wade
Massachusetts
$719K 18,433 +7,921 +75%
PCA
106
Personal Capital Advisors
California
$718K 18,410 +6,757 +58%
LNC
107
Lincoln National Corp
Pennsylvania
$717K 18,380 +665 +4%
APA
108
American Portfolios Advisors
New York
$691K 17,706 +2,635 +17%
SFS
109
Sowell Financial Services
Arkansas
$690K 17,687 -16,117 -48%
AFAS
110
Acorn Financial Advisory Services
Virginia
$678K 17,368 +1,437 +9%
CWM
111
Cranbrook Wealth Management
Michigan
$671K 17,201 +345 +2%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$669K 17,146 +176 +1%
APW
113
Austin Private Wealth
Texas
$668K 17,129 +4,620 +37%
SWM
114
SigFig Wealth Management
California
$653K 16,748 +6,608 +65%
BIA
115
Bell Investment Advisors
California
$650K 16,654 +16,654 New
HWA
116
Hilltop Wealth Advisors
North Carolina
$643K 16,477 +3,247 +25%
RJT
117
Raymond James Trust
Florida
$643K 16,474 +16,474 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$628K 16,104 +11,089 +221%
QCM
119
Quest Capital Management
Texas
$625K 16,024 +16,024 New
MBT
120
Montecito Bank & Trust
California
$613K 15,716
SWG
121
Summit Wealth Group
Vermont
$608K 15,580 +4,211 +37%
AIP
122
Ameritas Investment Partners
Nebraska
$605K 15,528 -167 -1%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$604K 15,474 +293 +2%
SFG
124
SNS Financial Group
Minnesota
$598K 15,338 +2,202 +17%
CL
125
CPWM LLC
Washington
$593K 15,191 -673 -4%