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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$1.16M 34,000 +1,758 +5%
CAG
102
Curtis Advisory Group
California
$1.14M 33,560 +18,758 +127%
PGA
103
Portland Global Advisors
Maine
$1.14M 33,485 +430 +1%
SWP
104
Stratos Wealth Partners
Ohio
$1.14M 33,425 -119,905 -78%
HGWM
105
Horst & Graben Wealth Management
Oregon
$1.13M 33,100 -5,305 -14%
SFG
106
Sage Financial Group
Pennsylvania
$1.12M 33,098 +12,456 +60%
CAM
107
Crestone Asset Management
Colorado
$1.12M 32,975 +2,764 +9%
Cerity Partners
108
Cerity Partners
New York
$1.09M 32,089 +4,027 +14%
PA
109
Parallel Advisors
California
$1.09M 32,085 +27,087 +542%
QC
110
Quent Capital
New York
$1.02M 29,944 -6,645 -18%
WT
111
Whittier Trust
California
$1.01M 29,760
GW
112
GW & Wade
Massachusetts
$986K 29,008 -1,210 -4%
WP
113
WealthSource Partners
California
$968K 28,480 -5,458 -16%
AssetMark Inc
114
AssetMark Inc
California
$965K 28,403 -2,023 -7%
RJA
115
Raymond James & Associates
Florida
$963K 28,337 -9,195 -24%
BIA
116
Bell Investment Advisors
California
$941K 27,690 +4,878 +21%
EWA
117
EP Wealth Advisors
California
$941K 10,403 -113,610 -92%
NCM
118
Northland Capital Management
Minnesota
$941K 27,677 +2,006 +8%
BPA
119
Beacon Pointe Advisors
California
$940K 27,652 +16,131 +140%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$931K 27,381 +1,173 +4%
WDL
121
Well Done LLC
Michigan
$925K 27,200
SHJ
122
Sharkey, Howes & Javer
Colorado
$924K 27,178 -5,220 -16%
DT
123
Diversified Trust
Tennessee
$919K 27,043 +1,070 +4%
Prudential Financial
124
Prudential Financial
New Jersey
$914K 28,683 -8,847 -24%
BCM
125
Brookstone Capital Management
Illinois
$886K 26,068 -2,187 -8%