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iShares ESG Aware MSCI USA Small-Cap ETF

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141177 (+36)

3% more ownership

Funds ownership: 70.73%73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
126
Parcion Private Wealth
Washington
$239K +$215K +6,999 New
PWM
127
Perigon Wealth Management
California
$231K +$208K +6,774 New
CFA
128
CWS Financial Advisors
Michigan
$228K +$206K +6,689 New
ST
129
Spinnaker Trust
Maine
$227K +$205K +6,664 New
SCM
130
Stordahl Capital Management
Colorado
$225K +$203K +6,596 New
AC
131
Apella Capital
Connecticut
$225K +$203K +6,606 New
RCWMU
132
Rothschild & Co Wealth Management (UK)
United Kingdom
$222K
ECM
133
Evergreen Capital Management
Washington
$220K +$198K +6,447 New
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$216K +$18K +587 +10%
HHGA
135
Halbert Hargrove Global Advisors
California
$205K -$80.7K -2,623 -30%
BBA
136
BLB&B Advisors
Pennsylvania
$204K +$184K +5,977 New
KAS
137
Kestra Advisory Services
Texas
$200K +$180K +5,857 New
AssetMark Inc
138
AssetMark Inc
California
$197K -$2.61K -85 -1%
ADL
139
Asset Dedication LLC
California
$188K +$60.1K +1,953 +55%
PA
140
Parallel Advisors
California
$149K -$359K -11,691 -73%
CWA
141
Carolina Wealth Advisors
South Carolina
$126K +$7.66K +249 +7%
AA
142
Addison Advisors
Vermont
$120K +$108K +3,515 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$115K +$400 +13 +0.4%
TRCT
144
Tower Research Capital (TRC)
New York
$111K -$33K -1,072 -25%
SPIA
145
Steward Partners Investment Advisory
New York
$105K -$25.8K -838 -21%
VFA
146
Valeo Financial Advisors
Indiana
$104K +$29.1K +948 +45%
IA
147
IFP Advisors
Florida
$97K -$1.54K -50 -2%
SWM
148
Sugarloaf Wealth Management
Georgia
$83K +$22.4K +729 +43%
EA
149
Elm Advisors
California
$83K +$74.4K +2,420 New
MFA
150
McClarren Financial Advisors
Pennsylvania
$81K +$74.1K +2,411 New