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iShares ESG Aware MSCI USA Small-Cap ETF

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HR
126
Hardy Reed
Mississippi
$687K
BIA
127
Bell Investment Advisors
California
$686K +$686K +21,787 New
LWP
128
Laurel Wealth Planning
Minnesota
$681K +$54.8K +1,740 +9%
WDL
129
Well Done LLC
Michigan
$659K
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$653K +$132K +4,199 +25%
APW
131
Austin Private Wealth
Texas
$651K -$7.03K -223 -1%
AWM
132
Axxcess Wealth Management
California
$646K +$91.9K +2,916 +17%
CWM
133
Congress Wealth Management
Massachusetts
$640K -$11.8K -374 -2%
RJT
134
Raymond James Trust
Florida
$623K
CWP
135
Concord Wealth Partners
Virginia
$616K +$97.5K +3,095 +19%
CB
136
Commerce Bank
Missouri
$612K +$21.7K +690 +4%
AWM
137
AE Wealth Management
Kansas
$604K +$5.55K +176 +0.9%
CA
138
CGN Advisors
Kansas
$604K +$20.5K +651 +4%
OFG
139
Omega Financial Group
California
$603K +$294K +9,332 +95%
CWM
140
Cranbrook Wealth Management
Michigan
$601K +$9.33K +296 +2%
RA
141
RFG Advisory
Alabama
$592K -$502K -14,255 -46%
BPA
142
Beacon Pointe Advisors
California
$589K +$75.4K +2,397 +15%
SFG
143
Sage Financial Group
Pennsylvania
$583K -$221K -7,020 -27%
PCA
144
Personal Capital Advisors
California
$579K +$7.78K +247 +1%
DC
145
DeDora Capital
California
$578K -$53.7K -1,705 -9%
WA
146
Wealth Alliance
New York
$571K +$56.3K +1,786 +11%
Morgan Stanley
147
Morgan Stanley
New York
$568K +$395K +12,527 +228%
AA
148
Addison Advisors
Vermont
$562K -$528K -16,750 -48%
AssetMark Inc
149
AssetMark Inc
California
$561K -$386K -12,260 -41%
RP
150
Riverwater Partners
Wisconsin
$549K +$31 +1 +0%