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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Stewardship Advisors
Pennsylvania
$1.84M -$935K -21,641 -33%
AA
102
Addison Advisors
Vermont
$1.79M +$21.4K +495 +1%
FCG
103
Financial Connections Group
California
$1.75M -$20.4K -472 -1%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$1.71M +$1.24M +28,741 +243%
WFAG
105
Wescott Financial Advisory Group
Pennsylvania
$1.66M +$2.2K +51 +0.1%
HPFG
106
Hart & Patterson Financial Group
Massachusetts
$1.66M -$227K -5,261 -12%
Citadel Advisors
107
Citadel Advisors
Florida
$1.57M +$1.62M +37,377 New
MGIA
108
Moneta Group Investment Advisors
Missouri
$1.56M +$1.04K +24 +0.1%
WAM
109
WNY Asset Management
New York
$1.52M +$185K +4,271 +19%
WA
110
Waverly Advisors
Alabama
$1.51M -$974K -22,536 -39%
CPIG
111
Chicago Partners Investment Group
Illinois
$1.5M -$9.34K -216 -0.6%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$1.41M -$30.8K -713 -2%
SA
113
Sanctuary Advisors
Indiana
$1.38M -$8.51K -197 -0.6%
DF
114
Dunhill Financial
United Kingdom
$1.38M +$45.2K +1,045 +3%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.37M +$92.8K +2,148 +7%
NA
116
NewEdge Advisors
Louisiana
$1.32M +$118K +2,729 +10%
SWG
117
Summit Wealth Group
Vermont
$1.31M +$27.1K +628 +2%
WT
118
Whittier Trust
California
$1.31M
BIA
119
Bell Investment Advisors
California
$1.29M -$36.9K -853 -3%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$10.1K +234 +0.8%
AWM
121
Axxcess Wealth Management
California
$1.27M +$109K +2,511 +9%
AF
122
Allworth Financial
California
$1.26M +$17.9K +413 +1%
MMA
123
Miracle Mile Advisors
California
$1.25M +$18.2K +421 +1%
Morgan Stanley
124
Morgan Stanley
New York
$1.22M +$131K +3,029 +12%
MWG
125
Martin Worley Group
Utah
$1.2M +$1.23M +28,488 New