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iShares ESG Aware MSCI USA Small-Cap ETF

330 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 75

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4.35% more ownership

Funds ownership: 85.35%89.7% (+4.4%)

2% more funds holding

Funds holding: 322330 (+8)

2% more capital invested

Capital invested by funds: $871M → $889M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
180
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
151
DeDora Capital
California
$563K
GW
152
GW & Wade
Massachusetts
$555K +$50.9K +1,509 +9%
WA
153
Wealth Alliance
New York
$549K -$7.12K -211 -1%
RP
154
Riverwater Partners
Wisconsin
$549K +$15.5K +458 +3%
SFG
155
SNS Financial Group
Minnesota
$549K +$29.7K +880 +5%
DWT
156
Dorsey & Whitney Trust
South Dakota
$548K +$71.9K +2,130 +14%
RA
157
RFG Advisory
Alabama
$546K -$14.7K -436 -3%
CL
158
CPWM LLC
Washington
$542K +$233K +6,906 +64%
BPA
159
Beacon Pointe Advisors
California
$538K -$40.1K -1,188 -6%
FPF
160
First Pacific Financial
Washington
$538K +$200K +5,915 +51%
APA
161
American Portfolios Advisors
New York
$537K -$319K -9,465 -35%
TDWM
162
Topel & Distasi Wealth Management
California
$537K +$49.6K +1,469 +10%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$535K +$588K +17,430 New
AA
164
Addison Advisors
Vermont
$523K -$25.8K -765 -4%
AFAS
165
Acorn Financial Advisory Services
Virginia
$521K
OCM
166
One Capital Management
California
$513K +$16.8K +499 +3%
PFA
167
Pathway Financial Advisors
Vermont
$513K +$85K +2,519 +18%
SCA
168
Snowden Capital Advisors
New York
$509K +$80.1K +2,374 +17%
RRA
169
Round Rock Advisors
Connecticut
$501K
EPP
170
ETF Portfolio Partners
Kansas
$501K +$8.91K +264 +2%
GIA
171
Goodwin Investment Advisory
Georgia
$498K +$61.1K +1,811 +13%
MBT
172
Montecito Bank & Trust
California
$497K
FHA
173
First Horizon Advisors
Tennessee
$491K -$12.3K -365 -2%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$489K +$4.62K +137 +0.9%
PHIC
175
Pine Haven Investment Counsel
Massachusetts
$473K +$12.5K +370 +2%