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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
Hilltop Wealth Advisors
North Carolina
$1.16M -$7.44K -185 -0.7%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$1.11M -$108K -2,684 -9%
CFGA
128
Cambridge Financial Group (Arizona)
Arizona
$1.1M -$12.3K -306 -1%
CWM
129
Congress Wealth Management
Massachusetts
$1.1M -$3.82K -95 -0.4%
Morgan Stanley
130
Morgan Stanley
New York
$1.09M +$356K +8,850 +51%
HR
131
Hardy Reed
Mississippi
$1.09M +$17.8K +442 +2%
TDWM
132
Topel & Distasi Wealth Management
California
$1.08M +$83.3K +2,071 +9%
KAS
133
Kestra Advisory Services
Texas
$1.07M -$115K -2,859 -10%
PA
134
Parallel Advisors
California
$1.04M -$2.01K -50 -0.2%
RJT
135
Raymond James Trust
Florida
$1.04M -$18.1K -450 -2%
CWM
136
Cranbrook Wealth Management
Michigan
$973K -$46.2K -1,150 -5%
PHIC
137
Pine Haven Investment Counsel
Massachusetts
$968K +$25K +621 +3%
BCM
138
Brookstone Capital Management
Illinois
$955K +$13.9K +347 +2%
WAM
139
WNY Asset Management
New York
$923K -$15.6K -388 -2%
TW
140
Towerpoint Wealth
California
$922K +$7.4K +184 +0.8%
CFP
141
Cascade Financial Partners
California
$920K
DT
142
Diversified Trust
Tennessee
$907K +$78.4K +1,950 +10%
AGWCA
143
Annis Gardner Whiting Capital Advisors
Florida
$900K +$3.1K +77 +0.4%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$890K -$9.45K -235 -1%
TRCT
145
Tower Research Capital (TRC)
New York
$889K -$35.1K -873 -4%
PA
146
Planning Alternatives
Michigan
$888K +$32.5K +809 +4%
PGA
147
Portland Global Advisors
Maine
$865K +$4.02K +100 +0.5%
DWT
148
Dorsey & Whitney Trust
South Dakota
$859K -$3.22K -80 -0.4%
LRWA
149
Long Run Wealth Advisors
New York
$856K +$22.4K +557 +3%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$845K -$70.1K -1,744 -8%