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iShares ESG Aware MSCI USA Small-Cap ETF

250 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
176
Stordahl Capital Management
Colorado
$266K 6,596
OCM
177
One Capital Management
California
$261K 6,485 +6,485 New
CFA
178
CWS Financial Advisors
Michigan
$260K 6,441 -248 -4%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$260K 6,451 +251 +4%
OWA
180
Opal Wealth Advisors
New York
$250K 6,204 -1,187 -16%
ADL
181
Asset Dedication LLC
California
$247K 6,085 +844 +16%
HHGA
182
Halbert Hargrove Global Advisors
California
$244K 6,032 +5 +0.1%
V
183
Veritable
Delaware
$232K 5,750
SHWM
184
Silicon Hills Wealth Management
Texas
$227K 5,621 +5,621 New
CW
185
CreativeOne Wealth
Kansas
$225K 5,582 +5,582 New
OPS
186
Orion Portfolio Solutions
Nebraska
$223K 5,524 +5,524 New
T
187
TrueFG
Texas
$222K 5,506 -30 -0.5%
1SB
188
1ST Source Bank
Indiana
$208K 5,163 +5,163 New
PP
189
PDS Planning
Ohio
$203K 5,025 +5,025 New
Members Trust
190
Members Trust
Florida
$202K 5,000 +5,000 New
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$202K 5,015 +5,015 New
TIA
192
Traphagen Investment Advisors
New Jersey
$201K 4,989 -4 -0.1%
HI
193
Harbour Investments
Wisconsin
$201K 4,974 +3,888 +358%
CMO
194
Covenant Multifamily Offices
Texas
$201K 4,986 +4,986 New
PAM
195
PFM Asset Management
Pennsylvania
$193K 4,784 +4,784 New
AWA
196
Arkadios Wealth Advisors
Georgia
$176K 4,360 +1,620 +59%
CWP
197
Concord Wealth Partners
Virginia
$173K 4,291 +4,291 New
GIA
198
Goodwin Investment Advisory
Georgia
$172K 4,346 +2,081 +92%
LPIC
199
LeJeune Puetz Investment Counsel
Michigan
$167K 4,145
CAL
200
Capital Analysts LLC
Pennsylvania
$167K 4,147 +2,691 +185%