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iShares ESG Aware MSCI USA Small-Cap ETF

401 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
156
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
126
Mascoma Wealth Management
New Hampshire
$1.18M 28,027 -478 -2%
GC
127
Garde Capital
Washington
$1.17M 27,769 -9,361 -25%
SW
128
SVB Wealth
Massachusetts
$1.16M 27,677 +27,677 New
MML Investors Services
129
MML Investors Services
Massachusetts
$1.12M 26,720 -1,723 -6%
B
130
Birchbrook
Maine
$1.11M 26,514 -1,165 -4%
PA
131
Parallel Advisors
California
$1.08M 25,643 +697 +3%
TDWM
132
Topel & Distasi Wealth Management
California
$1.08M 25,640 -233 -0.9%
AIFS
133
A&I Financial Services
Colorado
$1.07M 25,477 +25,477 New
HWA
134
Hilltop Wealth Advisors
North Carolina
$1.06M 25,106 -2,559 -9%
KAS
135
Kestra Advisory Services
Texas
$1.03M 24,414 -1,269 -5%
PHIC
136
Pine Haven Investment Counsel
Massachusetts
$1.02M 24,315 +1,175 +5%
HR
137
Hardy Reed
Mississippi
$1.01M 24,080 -1,872 -7%
BCM
138
Brookstone Capital Management
Illinois
$992K 23,601 +760 +3%
PA
139
Planning Alternatives
Michigan
$951K 22,618 +1,377 +6%
CWM
140
Cranbrook Wealth Management
Michigan
$937K 22,275 -993 -4%
Jane Street
141
Jane Street
New York
$931K 22,143 +7,446 +51%
CFP
142
Cascade Financial Partners
California
$924K 21,962
CWM
143
Congress Wealth Management
Massachusetts
$921K 21,894 -4,477 -17%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$914K 21,727 +446 +2%
AGWCA
145
Annis Gardner Whiting Capital Advisors
Florida
$905K 21,518
RSWM
146
Robertson Stephens Wealth Management
California
$882K 20,973 +6,322 +43%
P
147
&Partners
Tennessee
$879K 20,703 +14,317 +224%
PGA
148
Portland Global Advisors
Maine
$870K 20,690
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$861K 20,484 +4,023 +24%
TW
150
Towerpoint Wealth
California
$856K 20,347 -1,709 -8%