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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Claraphi Advisory Network
United States
$888K +$446K +13,432 +99%
BCI
127
Brinker Capital Investments
Pennsylvania
$871K -$269K -8,109 -23%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$869K -$64.6K -1,944 -7%
LRWA
129
Long Run Wealth Advisors
New York
$865K +$78K +2,350 +10%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$23.2K -698 -3%
DT
131
Diversified Trust
Tennessee
$854K
NCM
132
Northland Capital Management
Minnesota
$844K -$270K -8,120 -24%
HWA
133
Hilltop Wealth Advisors
North Carolina
$825K +$58.2K +1,753 +8%
WDL
134
Well Done LLC
Michigan
$800K
HR
135
Hardy Reed
Mississippi
$779K +$62.2K +1,872 +9%
MD
136
Money Design
Japan
$777K +$785K +23,644 New
BIA
137
Bell Investment Advisors
California
$750K -$47.6K -1,433 -6%
T
138
TCWP
Ohio
$750K -$62.5K -1,883 -8%
CWM
139
Congress Wealth Management
Massachusetts
$731K +$51.6K +1,555 +8%
LSAG
140
Lake Street Advisors Group
New Hampshire
$720K +$727K +21,896 New
CWM
141
Cranbrook Wealth Management
Michigan
$715K +$4.52K +136 +0.6%
DC
142
DeDora Capital
California
$699K +$96.2K +2,896 +16%
RA
143
RFG Advisory
Alabama
$690K +$71.7K +2,160 +13%
PSCM
144
Per Stirling Capital Management
Texas
$690K +$697K +20,998 New
CB
145
Commerce Bank
Missouri
$685K -$6.81K -205 -1%
AWM
146
Axxcess Wealth Management
California
$679K -$13.9K -420 -2%
SFG
147
Sage Financial Group
Pennsylvania
$679K +$70.7K +2,129 +12%
TA
148
Trellis Advisors
Washington
$663K +$9.13K +275 +1%
RJT
149
Raymond James Trust
Florida
$650K
Morgan Stanley
150
Morgan Stanley
New York
$641K +$28.5K +858 +5%