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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$388K +11,505 +47%
RFA
102
Radnor Financial Advisors
Pennsylvania
$1.08M +$1.19M +35,229 New
SWG
103
Summit Wealth Group
Vermont
$1.06M +$156K +4,619 +15%
BCI
104
Brinker Capital Investments
Pennsylvania
$1.06M +$168K +4,970 +17%
BF
105
Brooklyn FI
New York
$1.06M +$1.13M +33,459 +3,009%
QC
106
Quent Capital
New York
$1.04M +$11.5K +342 +1%
NCM
107
Northland Capital Management
Minnesota
$1.04M -$430K -12,730 -27%
EH
108
Equitable Holdings
New York
$1.02M +$9.48K +281 +0.9%
WCWM
109
Willow Creek Wealth Management
California
$1.02M +$93.6K +2,775 +9%
PGA
110
Portland Global Advisors
Maine
$1.01M +$379K +11,225 +51%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1M -$1.49K -44 -0.1%
WFAG
112
Wescott Financial Advisory Group
Pennsylvania
$994K +$65.9K +1,952 +6%
BCM
113
Brookstone Capital Management
Illinois
$982K -$439K -13,008 -29%
Citadel Advisors
114
Citadel Advisors
Florida
$980K +$1.08M +31,952 New
WT
115
Whittier Trust
California
$938K
Financial Engines Advisors
116
Financial Engines Advisors
California
$916K +$271K +8,029 +37%
RCG
117
Regatta Capital Group
California
$878K +$4.79K +142 +0.5%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$870K +$143K +4,238 +18%
SHJ
119
Sharkey, Howes & Javer
Colorado
$855K -$2.33M -68,978 -71%
LWP
120
Laurel Wealth Planning
Minnesota
$844K +$199K +5,908 +27%
AAM
121
Autus Asset Management
Arizona
$834K -$7.66K -227 -0.8%
WDL
122
Well Done LLC
Michigan
$834K +$212K +6,280 +30%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$825K +$49K +1,453 +6%
IWC
124
Integrated Wealth Concepts
Massachusetts
$807K -$637K -18,869 -42%
DT
125
Diversified Trust
Tennessee
$797K