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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
Towerpoint Wealth
California
$856K -$73.9K -1,709 -8%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$851K +$1.69K +39 +0.2%
OWA
153
Opal Wealth Advisors
New York
$847K +$492K +11,386 +130%
AA
154
Aufman Associates
Pennsylvania
$846K +$65.2K +1,509 +8%
CB
155
Commerce Bank
Missouri
$839K
DT
156
Diversified Trust
Tennessee
$828K -$86.4K -2,000 -9%
LRWA
157
Long Run Wealth Advisors
New York
$812K -$50.1K -1,159 -6%
OCM
158
One Capital Management
California
$804K +$21.8K +505 +3%
DWT
159
Dorsey & Whitney Trust
South Dakota
$800K -$64.8K -1,500 -7%
TRCT
160
Tower Research Capital (TRC)
New York
$797K -$100K -2,321 -11%
BFA
161
Bragg Financial Advisors
North Carolina
$794K -$5.71K -132 -0.7%
ACA
162
Affinity Capital Advisors
California
$748K -$25.8K -598 -3%
FWM
163
Fingerlakes Wealth Management
New York
$742K -$60.7K -1,404 -7%
SFG
164
SNS Financial Group
Minnesota
$741K +$73.3K +1,696 +11%
SWA
165
Sax Wealth Advisors
New Jersey
$736K +$6.7K +155 +0.9%
Empower Advisory Group
166
Empower Advisory Group
Colorado
$719K -$49.6K -1,148 -6%
BPA
167
Beacon Pointe Advisors
California
$692K +$125K +2,888 +21%
ODIJL
168
One Day In July LLC
Vermont
$681K +$117K +2,705 +20%
BFP
169
Brewster Financial Planning
New York
$681K +$275K +6,366 +65%
BWP
170
BSW Wealth Partners
Colorado
$680K +$15.3K +354 +2%
AT
171
American Trust
Kentucky
$671K +$29.4K +680 +4%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$669K +$687K +15,900 New
AIM
173
Acropolis Investment Management
Missouri
$649K +$21.5K +497 +3%
BDFN
174
Bond & Devick Financial Network
Minnesota
$648K
VFA
175
Valeo Financial Advisors
Indiana
$636K -$43K -996 -6%