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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bragg Financial Advisors
North Carolina
$726K +$20K +518 +3%
CGL
152
Clarius Group LLC
Washington
$720K +$2.08K +54 +0.3%
AA
153
Aufman Associates
Pennsylvania
$717K -$11.8K -305 -2%
BCI
154
Brinker Capital Investments
Pennsylvania
$717K -$104K -2,698 -13%
OPS
155
Orion Portfolio Solutions
Nebraska
$717K -$104K -2,698 -13%
OCM
156
One Capital Management
California
$717K +$11.2K +291 +2%
BSB
157
Bangor Savings Bank
Maine
$698K +$733 +19 +0.1%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$696K -$39 -1 -0%
Morgan Stanley
159
Morgan Stanley
New York
$664K -$10.4K -269 -2%
SWA
160
Sax Wealth Advisors
New Jersey
$657K +$262K +6,786 +66%
CAG
161
Curtis Advisory Group
California
$656K -$11.4K -295 -2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$655K +$24.5K +634 +4%
RJA
163
Raymond James & Associates
Florida
$655K -$121K -3,130 -16%
RA
164
RFG Advisory
Alabama
$646K +$8.65K +224 +1%
CW
165
Cook Wealth
North Carolina
$636K -$30.6K -793 -5%
NCM
166
Northland Capital Management
Minnesota
$633K -$56.2K -1,457 -8%
SFG
167
SNS Financial Group
Minnesota
$631K +$54.7K +1,418 +9%
RIG
168
Ramiah Investment Group
Wisconsin
$626K +$57.4K +1,487 +10%
WCFA
169
Walkner Condon Financial Advisors
Wisconsin
$599K -$18.3K -475 -3%
BDFN
170
Bond & Devick Financial Network
Minnesota
$595K +$1.43K +37 +0.2%
RSWM
171
Robertson Stephens Wealth Management
California
$594K -$84.5K -2,190 -12%
SFP
172
Shepherd Financial Partners
Massachusetts
$585K +$540 +14 +0.1%
MBT
173
Montecito Bank & Trust
California
$578K
WDL
174
Well Done LLC
Michigan
$578K
ODIJL
175
One Day In July LLC
Vermont
$572K -$117K -3,031 -17%