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iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sax Wealth Advisors
New Jersey
$370K +$70.4K +1,770 +24%
BBA
152
BLB&B Advisors
Pennsylvania
$368K +$16.7K +419 +5%
BJ
153
Brouwer & Janachowski
California
$367K +$63.4K +1,595 +21%
BAM
154
Baldrige Asset Management
Pennsylvania
$362K -$10.1K -254 -3%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$362K +$154K +3,879 +76%
IFAM
156
Institutional & Family Asset Management
Colorado
$356K +$109K +2,736 +45%
GWA
157
GGM Wealth Advisors
Maryland
$354K
AA
158
Alesco Advisors
New York
$337K +$23.9K +600 +8%
EPP
159
ETF Portfolio Partners
Kansas
$334K -$26.5K -666 -7%
AWM
160
AE Wealth Management
Kansas
$334K +$329K +8,279 New
BSB
161
Bangor Savings Bank
Maine
$333K +$18.3K +460 +6%
CIC
162
Cornercap Investment Counsel
Georgia
$332K -$46.1K -1,160 -12%
DC
163
DeDora Capital
California
$328K -$21.7K -545 -6%
KAS
164
Kestra Advisory Services
Texas
$323K +$318K +8,009 New
PAG
165
Private Advisor Group
New Jersey
$322K -$6.28K -158 -2%
SFO
166
Stokes Family Office
Louisiana
$317K
PWM
167
Perigon Wealth Management
California
$316K +$85.7K +2,156 +38%
CAN
168
Cetera Advisor Networks
California
$308K +$303K +7,625 New
PA
169
Planning Alternatives
Michigan
$298K +$293K +7,374 New
DL
170
DOHJ LLC
Washington
$292K +$288K +7,239 New
AssetMark Inc
171
AssetMark Inc
California
$283K +$25.2K +633 +10%
CFD
172
Creative Financial Designs
Indiana
$281K +$105K +2,642 +61%
PPW
173
Parcion Private Wealth
Washington
$279K
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$279K +$55.9K +1,405 +26%
RIG
175
Ramiah Investment Group
Wisconsin
$272K +$44.3K +1,115 +20%