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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
176
Asset Dedication LLC
California
$331K +$95K +2,401 +39%
BSB
177
Bangor Savings Bank
Maine
$327K +$4.83K +122 +1%
SHWM
178
Silicon Hills Wealth Management
Texas
$320K +$102K +2,586 +46%
DC
179
DeDora Capital
California
$317K
EGWAG
180
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$319K +8,054 New
EPP
181
ETF Portfolio Partners
Kansas
$312K -$10.5K -265 -3%
OCM
182
One Capital Management
California
$311K +$59.3K +1,500 +23%
CWP
183
Concord Wealth Partners
Virginia
$309K +$144K +3,628 +85%
SFO
184
Stokes Family Office
Louisiana
$306K
CFD
185
Creative Financial Designs
Indiana
$302K +$30.9K +782 +11%
RIG
186
Ramiah Investment Group
Wisconsin
$299K +$36.7K +928 +14%
HWMG
187
Hurlow Wealth Management Group
Indiana
$297K +$301K +7,617 New
CW
188
CreativeOne Wealth
Kansas
$289K +$72.4K +1,831 +33%
PA
189
Planning Alternatives
Michigan
$288K
EWA
190
ERTS Wealth Advisors
Michigan
$284K -$99.2K -2,507 -26%
OWA
191
Opal Wealth Advisors
New York
$281K +$39.4K +995 +16%
AssetMark Inc
192
AssetMark Inc
California
$277K +$3.48K +88 +1%
WANY
193
Wealthspire Advisors (New York)
New York
$258K +$261K +6,607 New
SCM
194
Stordahl Capital Management
Colorado
$257K
FA
195
Fountainhead AM
New Jersey
$257K +$260K +6,584 New
T
196
TrueFG
Texas
$255K +$29.5K +745 +14%
TA
197
Trellis Advisors
Washington
$241K +$245K +6,189 New
FCIM
198
Fairview Capital Investment Management
California
$240K +$244K +6,175 New
HHGA
199
Halbert Hargrove Global Advisors
California
$236K +$396 +10 +0.2%
REMPR
200
Roof Eidam Maycock Peralta (REMP)
California
$235K -$34.8K -880 -13%