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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
151
Tarbox Family Office
California
$432K +$31.2K +789 +8%
VHAM
152
Van Hulzen Asset Management
California
$430K +$9.81K +248 +2%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$426K +$56K +1,415 +15%
MCM
154
Maryland Capital Management
Maryland
$419K +$49.5K +1,250 +13%
CCG
155
Capital CS Group
California
$418K -$88.1K -2,226 -17%
CAN
156
Cetera Advisor Networks
California
$417K +$122K +3,075 +40%
MM
157
Main Management
California
$409K +$27.1K +686 +7%
PGA
158
Portland Global Advisors
Maine
$393K +$7.32K +185 +2%
Financial Engines Advisors
159
Financial Engines Advisors
California
$393K +$399K +10,094 New
BFA
160
Bragg Financial Advisors
North Carolina
$389K
IFAM
161
Institutional & Family Asset Management
Colorado
$389K +$45.7K +1,155 +13%
GWA
162
GGM Wealth Advisors
Maryland
$381K
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$380K +$30K +759 +8%
BAM
164
Baldrige Asset Management
Pennsylvania
$379K +$29.8K +752 +8%
MAG
165
Mokosak Advisory Group
Iowa
$372K +$12.6K +318 +3%
OPS
166
Orion Portfolio Solutions
Nebraska
$368K +$155K +3,916 +71%
AWA
167
Aaron Wealth Advisors
Illinois
$364K
BJ
168
Brouwer & Janachowski
California
$361K +$6.69K +169 +2%
CPIG
169
Chicago Partners Investment Group
Illinois
$359K +$335K +8,473 New
ODIJL
170
One Day In July LLC
Vermont
$357K -$9.89K -250 -3%
SWA
171
Sax Wealth Advisors
New Jersey
$357K
CA
172
CGN Advisors
Kansas
$355K -$298K -7,544 -45%
CRWM
173
Castle Rock Wealth Management
California
$355K +$59.5K +1,503 +22%
BBA
174
BLB&B Advisors
Pennsylvania
$340K -$15.4K -390 -4%
PPW
175
Parcion Private Wealth
Washington
$340K +$60.1K +1,519 +22%