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iShares ESG Aware MSCI USA Small-Cap ETF

177 hedge funds and large institutions have $381M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $274M → $381M (+$107M)

26% more funds holding

Funds holding: 141177 (+36)

3% more ownership

Funds ownership: 70.73%73.73% (+3%)

Holders
177
Holders Change
+36
Holders Change %
+25.53%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
74
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
PrairieView Partners
Minnesota
$80K +$4.95K +161 +7%
EI
152
Ellevest Inc
New York
$78K +$246 +8 +0.4%
FCA
153
FinTrust Capital Advisors
South Carolina
$72K
TI
154
tru Independence
Oregon
$58.5K +$52.7K +1,715 New
Morgan Stanley
155
Morgan Stanley
New York
$43K +$1.84K +60 +5%
CFD
156
Creative Financial Designs
Indiana
$34K -$64K -2,081 -68%
HPC
157
HM Payson & Co
Maine
$34K
CAL
158
Capital Analysts LLC
Pennsylvania
$30K +$13.9K +452 +103%
PCG
159
Private Capital Group
Connecticut
$28K -$17.9K -583 -42%
FCM
160
Firestone Capital Management
Florida
$28K
GIA
161
Goodwin Investment Advisory
Georgia
$28K +$24.9K +810 New
CAAS
162
Capital Asset Advisory Services
Michigan
$23K +$20.8K +676 New
TF
163
TimeScale Financial
Massachusetts
$21K -$5.63K -183 -23%
RWG
164
Regal Wealth Group
California
$15K
IWP
165
IAG Wealth Partners
Wisconsin
$13K
EIP
166
Ellis Investment Partners
Pennsylvania
$11K +$31 +1 +0.3%
LFG
167
Larson Financial Group
Missouri
$11K +$1.14K +37 +13%
GWM
168
Geneos Wealth Management
Colorado
$9K +$7.75K +252 New
NFG
169
Next Financial Group
Texas
$8K
KFI
170
Key Financial Inc
Pennsylvania
$8K +$6.79K +221 New
RA
171
Reby Advisors
Connecticut
$7K +$6.15K +200 New
WFA
172
Wells Financial Advisors
Massachusetts
$7K +$6.27K +204 New
AF
173
Advisornet Financial
Minnesota
$5K -$48.1K -1,564 -91%
AWA
174
Arkadios Wealth Advisors
Georgia
$5K +$5.23K +170 New
FFC
175
Fure Financial Corporation
Minnesota
$3K