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iShares ESG Aware MSCI USA Small-Cap ETF

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWMA
176
Heritage Wealth Management (Arizona)
Arizona
$113K 2,941 +2,941 New
SWG
177
Summit Wealth Group
Vermont
$112K 2,900 +2,900 New
BCPWM
178
Bradley & Co Private Wealth Management
Florida
$108K 2,801 +2,801 New
AWA
179
Arkadios Wealth Advisors
Georgia
$105K 2,740 +2,570 +1,512%
AIM
180
Acropolis Investment Management
Missouri
$105K 2,720 +2,720 New
FI
181
FormulaFolio Investments
Michigan
$104K 2,651 -11,682 -82%
IA
182
IFP Advisors
Florida
$97K 2,508 -311 -11%
MFA
183
McClarren Financial Advisors
Pennsylvania
$94K 2,418 +7 +0.3%
PP
184
PrairieView Partners
Minnesota
$90K 2,345
EI
185
Ellevest Inc
New York
$88K 2,286
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$88K 2,285 +2,285 New
GIA
187
Goodwin Investment Advisory
Georgia
$86K 2,265 +1,455 +180%
WCM
188
Wealthcare Capital Management
Virginia
$76K 1,973 +1,973 New
BWM
189
BerganKDV Wealth Management
Minnesota
$58K 1,500 +1,500 New
CAL
190
Capital Analysts LLC
Pennsylvania
$56K 1,456 +565 +63%
Morgan Stanley
191
Morgan Stanley
New York
$46K 1,201 -60 -5%
PCG
192
Private Capital Group
Connecticut
$46K 1,182 +367 +45%
FCM
193
Firestone Capital Management
Florida
$46K 1,202 +387 +47%
HI
194
Harbour Investments
Wisconsin
$42K 1,086 +1,086 New
FHA
195
First Horizon Advisors
Tennessee
$42K 1,115 +1,115 New
HPC
196
HM Payson & Co
Maine
$39K 1,000
WP
197
WealthShield Partners
North Carolina
$37K 968 +968 New
TIM
198
Tortoise Investment Management
New York
$30K 775 +775 New
4FG
199
4Thought Financial Group
New York
$25K 649 +649 New
TF
200
TimeScale Financial
Massachusetts
$24K 626