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iShares ESG Aware MSCI USA Small-Cap ETF

322 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.92% more ownership

Funds ownership: 84.42%85.35% (+0.92%)

3% less funds holding

Funds holding: 333322 (-11)

16% less capital invested

Capital invested by funds: $1.03B → $871M (-$161M)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
156
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.03M +$310K +9,019 +38%
BF
102
Brooklyn FI
New York
$1.03M -$1.07M -31,043 -97%
ADL
103
Asset Dedication LLC
California
$1.02M +$555K +16,123 +99%
PWM
104
Perigon Wealth Management
California
$991K -$178K -5,176 -14%
Franklin Resources
105
Franklin Resources
California
$982K +$149K +4,331 +16%
WT
106
Whittier Trust
California
$964K -$103K -2,992 -9%
WFAG
107
Wescott Financial Advisory Group
Pennsylvania
$959K +$97K +2,818 +10%
WCWM
108
Willow Creek Wealth Management
California
$959K +$311K +9,039 +42%
SWG
109
Summit Wealth Group
Vermont
$944K +$40.2K +1,168 +4%
BCI
110
Brinker Capital Investments
Pennsylvania
$933K -$325K -9,449 -24%
CAM
111
Crestone Asset Management
Colorado
$903K +$364K +10,589 +59%
FA
112
Financial Advisors
Massachusetts
$894K -$363K -10,552 -27%
RCG
113
Regatta Capital Group
California
$874K +$108K +3,135 +13%
AAM
114
Autus Asset Management
Arizona
$865K -$3.54K -103 -0.4%
APA
115
American Portfolios Advisors
New York
$850K +$4.47K +130 +0.5%
HWA
116
Hilltop Wealth Advisors
North Carolina
$844K +$33K +960 +4%
DT
117
Diversified Trust
Tennessee
$818K -$656K -19,065 -42%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$802K +$64.2K +1,865 +8%
HTC
119
Haverford Trust Company
Pennsylvania
$777K +$18.4K +534 +2%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$771K +$12.8K +373 +2%
T
121
TCWP
Ohio
$769K -$24.5K -712 -3%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$760K -$132K -3,850 -14%
LRWA
123
Long Run Wealth Advisors
New York
$730K +$71.5K +2,079 +10%
Financial Engines Advisors
124
Financial Engines Advisors
California
$688K +$62.3K +1,809 +9%
PGA
125
Portland Global Advisors
Maine
$688K +$298K +8,655 +66%