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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Sage Financial Group
Pennsylvania
$591K +$26.2K +661 +5%
GIA
127
Goodwin Investment Advisory
Georgia
$591K +$428K +10,831 +249%
WCWM
128
Willow Creek Wealth Management
California
$565K
BSWM
129
Boston Standard Wealth Management
Massachusetts
$563K +$27.1K +686 +5%
SCA
130
Snowden Capital Advisors
New York
$549K +$20.7K +524 +4%
RIA
131
Regal Investment Advisors
Michigan
$535K +$113K +2,862 +26%
DL
132
DOHJ LLC
Washington
$535K +$233K +5,882 +81%
AWM
133
AE Wealth Management
Kansas
$516K +$196K +4,961 +60%
FHA
134
First Horizon Advisors
Tennessee
$516K +$417K +10,531 +389%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$508K +$95.3K +2,408 +23%
PA
136
Parallel Advisors
California
$505K +$39.1K +988 +8%
CMO
137
Covenant Multifamily Offices
Texas
$497K +$301K +7,602 +152%
DWT
138
Dorsey & Whitney Trust
South Dakota
$496K +$79.1K +2,000 +19%
VCS
139
Vaughan & Co Securities
New Jersey
$489K
PAG
140
Private Advisor Group
New Jersey
$480K +$172K +4,337 +54%
CB
141
Commerce Bank
Missouri
$479K +$25.5K +645 +6%
ECM
142
Evergreen Capital Management
Washington
$477K +$5.93K +150 +1%
CCM
143
Coldstream Capital Management
Washington
$462K -$5.93K -150 -1%
IWC
144
Integrated Wealth Concepts
Massachusetts
$462K +$17.2K +434 +4%
PCMC
145
Private Capital Management (Colorado)
Colorado
$455K +$60.6K +1,532 +15%
LA
146
LVW Advisors
New York
$452K +$7.67K +194 +2%
SB
147
Strategic Blueprint
Georgia
$446K +$82.7K +2,090 +22%
BDFN
148
Bond & Devick Financial Network
Minnesota
$445K
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$439K +$12.7K +320 +3%
DAS
150
Dynamic Advisor Solutions
Arizona
$438K +$16.1K +408 +4%