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iShares ESG Aware MSCI USA Small-Cap ETF

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NL
151
NWAM LLC
Washington
$274K 7,104 +7,104 New
PPW
152
Parcion Private Wealth
Washington
$266K 6,909 -90 -1%
PCMC
153
Private Capital Management (Colorado)
Colorado
$261K 6,780 +6,780 New
SPIA
154
Steward Partners Investment Advisory
New York
$259K 6,730 +3,658 +119%
CFA
155
CWS Financial Advisors
Michigan
$258K 6,689
SCM
156
Stordahl Capital Management
Colorado
$254K 6,596
RCWMU
157
Rothschild & Co Wealth Management (UK)
United Kingdom
$251K 6,506
AssetMark Inc
158
AssetMark Inc
California
$246K 6,376 +611 +11%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$239K 6,200 +6,200 New
IFAM
160
Institutional & Family Asset Management
Colorado
$235K 6,091 -1,581 -21%
SEIA
161
Signature Estate & Investment Advisors
California
$233K 6,066 +6,066 New
HHGA
162
Halbert Hargrove Global Advisors
California
$232K 6,027 +8 +0.1%
V
163
Veritable
Delaware
$222K 5,750 +5,750 New
PWM
164
Perigon Wealth Management
California
$219K 5,675 -1,099 -16%
GW
165
GW & Wade
Massachusetts
$218K 5,657 +5,657 New
TI
166
tru Independence
Oregon
$215K 5,406 +3,691 +215%
T
167
TrueFG
Texas
$213K 5,536 +5,536 New
REMPR
168
Roof Eidam Maycock Peralta (REMP)
California
$212K 5,500 +5,500 New
ADL
169
Asset Dedication LLC
California
$202K 5,241 -240 -4%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$196K 5,091 +1,710 +51%
CFD
171
Creative Financial Designs
Indiana
$167K 4,329 +3,335 +336%
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$160K 4,145 +4,145 New
CWA
173
Carolina Wealth Advisors
South Carolina
$142K 3,691
FCA
174
FinTrust Capital Advisors
South Carolina
$135K 3,503 +1,388 +66%
VFA
175
Valeo Financial Advisors
Indiana
$117K 3,040 +5 +0.2%