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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$1.48M -$45.6K -1,182 -3%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.44M -$254K -6,569 -15%
MGIA
103
Moneta Group Investment Advisors
Missouri
$1.43M +$39.5K +1,024 +3%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$1.41M -$85.7K -2,219 -6%
GC
105
Garde Capital
Washington
$1.37M -$114K -2,954 -8%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M +$329K +8,531 +33%
AA
107
Addison Advisors
Vermont
$1.31M +$176K +4,570 +15%
DF
108
Dunhill Financial
United Kingdom
$1.31M -$68.9K -1,784 -5%
HTC
109
Haverford Trust Company
Pennsylvania
$1.26M -$536K -13,872 -30%
WT
110
Whittier Trust
California
$1.2M
AF
111
Allworth Financial
California
$1.2M +$51.9K +1,345 +5%
BIA
112
Bell Investment Advisors
California
$1.2M +$25K +647 +2%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$1.16M +$16.5K +428 +1%
SWG
114
Summit Wealth Group
Vermont
$1.13M -$39.2K -1,016 -3%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$1.12M +$1.12M +29,101 New
KAS
116
Kestra Advisory Services
Texas
$1.1M +$93K +2,410 +9%
GC
117
Grimes & Company
Massachusetts
$1.1M +$164K +4,251 +18%
MMA
118
Miracle Mile Advisors
California
$1.07M +$5.17K +134 +0.5%
HWA
119
Hilltop Wealth Advisors
North Carolina
$1.07M -$36K -932 -3%
B
120
Birchbrook
Maine
$1.05M -$24.7K -641 -2%
AWM
121
Axxcess Wealth Management
California
$1.05M -$17.5K -454 -2%
CFGA
122
Cambridge Financial Group (Arizona)
Arizona
$1.03M -$35K -907 -3%
CWM
123
Congress Wealth Management
Massachusetts
$1.02M -$161K -4,168 -14%
NA
124
NewEdge Advisors
Louisiana
$1.02M +$64.1K +1,661 +7%
HR
125
Hardy Reed
Mississippi
$982K