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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSA
101
Plum Street Advisors
Louisiana
$1.78M +$27.9K +693 +2%
AA
102
Addison Advisors
Vermont
$1.76M +$324K +8,050 +24%
FCG
103
Financial Connections Group
California
$1.76M -$14.8K -369 -0.9%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.65M +$11.5K +285 +0.7%
GC
105
Garde Capital
Washington
$1.55M +$62.6K +1,558 +4%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.55M +$657K +16,346 +79%
MGIA
107
Moneta Group Investment Advisors
Missouri
$1.55M -$8.32K -207 -0.6%
CPIG
108
Chicago Partners Investment Group
Illinois
$1.48M -$15.1K -375 -1%
Principal Financial Group
109
Principal Financial Group
Iowa
$1.47M +$1.42M +35,254 New
SA
110
Sanctuary Advisors
Indiana
$1.43M +$1.27M +31,697 New
RZH
111
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$104K -2,583 -7%
DF
112
Dunhill Financial
United Kingdom
$1.33M -$92.9K -2,311 -7%
BIA
113
Bell Investment Advisors
California
$1.32M +$21K +522 +2%
WT
114
Whittier Trust
California
$1.3M
SWG
115
Summit Wealth Group
Vermont
$1.28M +$51.5K +1,280 +4%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$275K -6,835 -18%
HTC
117
Haverford Trust Company
Pennsylvania
$1.27M -$93.8K -2,333 -7%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M -$176K -4,366 -13%
MMA
119
Miracle Mile Advisors
California
$1.22M +$54.9K +1,365 +5%
NA
120
NewEdge Advisors
Louisiana
$1.2M +$88.7K +2,206 +8%
MWM
121
Mascoma Wealth Management
New Hampshire
$1.19M +$122K +3,041 +12%
MML Investors Services
122
MML Investors Services
Massachusetts
$1.19M +$121K +3,012 +12%
AF
123
Allworth Financial
California
$1.18M -$56.8K -1,414 -5%
AWM
124
Axxcess Wealth Management
California
$1.16M +$22.6K +563 +2%
B
125
Birchbrook
Maine
$1.16M +$14.4K +358 +1%