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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$834K -$10.1K -250 -1%
CGL
152
Clarius Group LLC
Washington
$804K +$21.2K +528 +3%
FWM
153
Fingerlakes Wealth Management
New York
$796K +$2.81K +70 +0.4%
BFA
154
Bragg Financial Advisors
North Carolina
$795K +$6.31K +157 +0.8%
AA
155
Aufman Associates
Pennsylvania
$779K -$281 -7 -0%
OCM
156
One Capital Management
California
$778K -$161 -4 -0%
ACA
157
Affinity Capital Advisors
California
$764K -$61.5K -1,531 -8%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$763K +$7.28K +181 +1%
SWA
159
Sax Wealth Advisors
New Jersey
$726K +$11.8K +293 +2%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$688K -$21.9K -544 -3%
NCM
161
Northland Capital Management
Minnesota
$682K -$5.31K -132 -0.8%
RIG
162
Ramiah Investment Group
Wisconsin
$675K -$4.34K -108 -0.7%
VFA
163
Valeo Financial Advisors
Indiana
$674K -$234K -5,821 -27%
SFG
164
SNS Financial Group
Minnesota
$666K -$18.4K -457 -3%
BWP
165
BSW Wealth Partners
Colorado
$662K +$71K +1,765 +13%
RJA
166
Raymond James & Associates
Florida
$652K -$57.2K -1,422 -8%
BDFN
167
Bond & Devick Financial Network
Minnesota
$648K +$1.41K +35 +0.2%
AT
168
American Trust
Kentucky
$639K +$88.3K +2,196 +17%
WCFA
169
Walkner Condon Financial Advisors
Wisconsin
$630K -$20.3K -506 -3%
WDL
170
Well Done LLC
Michigan
$627K
RA
171
RFG Advisory
Alabama
$627K -$71.8K -1,787 -11%
AIM
172
Acropolis Investment Management
Missouri
$625K +$20.1K +500 +3%
RRA
173
Round Rock Advisors
Connecticut
$615K -$3.5K -87 -0.6%
Jane Street
174
Jane Street
New York
$615K +$591K +14,697 New
RSWM
175
Robertson Stephens Wealth Management
California
$613K -$31K -772 -5%