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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$661K 19,447 +1,896 +11%
PA
152
Planning Alternatives
Michigan
$647K 19,023
CA
153
CGN Advisors
Kansas
$646K 19,002 -239 -1%
AP
154
Adero Partners
California
$637K 18,753 -109,770 -85%
RA
155
RFG Advisory
Alabama
$636K 18,713 +168 +0.9%
AWM
156
Axxcess Wealth Management
California
$635K 18,681 -1,969 -10%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$633K 18,598 +18,598 New
RZH
158
Relyea Zuckerberg Hanson
Connecticut
$613K 18,026 +3,718 +26%
OCM
159
One Capital Management
California
$612K 17,991 +1,410 +9%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$602K 17,703 +140 +0.8%
CGL
161
Clarius Group LLC
Washington
$594K 17,490 +1,235 +8%
PHIC
162
Pine Haven Investment Counsel
Massachusetts
$592K 17,431 +915 +6%
CWP
163
Concord Wealth Partners
Virginia
$591K 17,398 -1,779 -9%
FWM
164
Fingerlakes Wealth Management
New York
$582K 17,112 +2,585 +18%
AAS
165
Avantax Advisory Services
Texas
$567K 16,674 +2,857 +21%
EPP
166
ETF Portfolio Partners
Kansas
$562K 16,530 +73 +0.4%
RRA
167
Round Rock Advisors
Connecticut
$555K 16,339
MBT
168
Montecito Bank & Trust
California
$551K 16,216
SFG
169
SNS Financial Group
Minnesota
$545K 16,032 -2,333 -13%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$537K 15,795 -267 -2%
BDFN
171
Bond & Devick Financial Network
Minnesota
$537K 15,794 +26 +0.2%
CPIG
172
Chicago Partners Investment Group
Illinois
$529K 15,656 +2,993 +24%
APW
173
Austin Private Wealth
Texas
$527K 15,491 -3,457 -18%
BFA
174
Bragg Financial Advisors
North Carolina
$524K 15,421 +364 +2%
MPW
175
MA Private Wealth
California
$521K 15,324 +4,369 +40%