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iShares ESG Aware MSCI USA Small-Cap ETF

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TDWM
176
Topel & Distasi Wealth Management
California
$444K +$21.5K +684 +5%
BFA
177
Bragg Financial Advisors
North Carolina
$441K +$5.11K +162 +1%
AIM
178
Acropolis Investment Management
Missouri
$439K +$338K +10,735 +334%
KFSC
179
Keystone Financial Services (Colorado)
Colorado
$435K -$128K -3,713 -23%
RIA
180
Regal Investment Advisors
Michigan
$434K -$62.2K -1,976 -13%
AWA
181
Aaron Wealth Advisors
Illinois
$431K -$13.5M -428,427 -97%
CAN
182
Claraphi Advisory Network
United States
$428K +$428K +13,602 New
PA
183
Planning Alternatives
Michigan
$419K +$57.1K +1,813 +16%
AAS
184
Avantax Advisory Services
Texas
$411K +$22.3K +708 +6%
LNC
185
Lincoln National Corp
Pennsylvania
$408K -$247K -7,850 -38%
FWM
186
Fingerlakes Wealth Management
New York
$393K +$83.5K +2,650 +27%
CCM
187
Coldstream Capital Management
Washington
$383K +$9.93K +315 +3%
CAMV
188
Concord Asset Management (Virginia)
Virginia
$376K +$44.9K +1,424 +14%
VCS
189
Vaughan & Co Securities
New Jersey
$368K
ECM
190
Evergreen Capital Management
Washington
$366K -$96.7K -3,075 -21%
FPF
191
First Pacific Financial
Washington
$366K +$366K +11,623 New
OPS
192
Orion Portfolio Solutions
Nebraska
$361K -$27.9K -888 -7%
MAG
193
Mokosak Advisory Group
Iowa
$351K +$537 +17 +0.2%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$349K -$20.8K -661 -6%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$349K +$62K +1,970 +22%
TFO
196
Tarbox Family Office
California
$345K +$4.53K +144 +1%
Cerity Partners
197
Cerity Partners
New York
$340K +$47.2K +1,498 +16%
CL
198
CPWM LLC
Washington
$339K -$163K -5,158 -32%
MCM
199
Maryland Capital Management
Maryland
$339K
IA
200
IFP Advisors
Florida
$338K