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iShares ESG Aware MSCI USA Small-Cap ETF

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$783K 25,529 +7,708 +43%
HTC
127
Haverford Trust Company
Pennsylvania
$771K 25,137 +480 +2%
CAM
128
Crestone Asset Management
Colorado
$756K 24,640 -4,035 -14%
T
129
TCWP
Ohio
$756K 24,680 +249 +1%
OFG
130
Omega Financial Group
California
$755K 24,627 +5,487 +29%
BIA
131
Bell Investment Advisors
California
$744K 24,245 +2,458 +11%
LRWA
132
Long Run Wealth Advisors
New York
$735K 23,967 +795 +3%
HWA
133
Hilltop Wealth Advisors
North Carolina
$715K 23,324 -3,484 -13%
HR
134
Hardy Reed
Mississippi
$669K 21,812
CWM
135
Cranbrook Wealth Management
Michigan
$663K 21,619 +2,547 +13%
AWM
136
Axxcess Wealth Management
California
$646K 21,070 +574 +3%
CB
137
Commerce Bank
Missouri
$645K 21,031 +1,615 +8%
APW
138
Austin Private Wealth
Texas
$641K 20,893 +231 +1%
CWM
139
Congress Wealth Management
Massachusetts
$634K 20,669 +357 +2%
TA
140
Trellis Advisors
Washington
$610K 19,881 +19,881 New
RJT
141
Raymond James Trust
Florida
$606K 19,772
GC
142
Grimes & Company
Massachusetts
$599K 19,536 +19,536 New
CAN
143
Cetera Advisor Networks
California
$592K 19,298 +2,413 +14%
AWM
144
AE Wealth Management
Kansas
$586K 19,123 -44 -0.2%
Morgan Stanley
145
Morgan Stanley
New York
$572K 18,649 +628 +3%
CWP
146
Concord Wealth Partners
Virginia
$569K 18,561 -984 -5%
SFG
147
Sage Financial Group
Pennsylvania
$568K 18,513 +1 +0%
PCA
148
Personal Capital Advisors
California
$565K 18,431 +54 +0.3%
PA
149
Planning Alternatives
Michigan
$565K 18,437 +5,123 +38%
CA
150
CGN Advisors
Kansas
$564K 18,405 -763 -4%