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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
176
Boston Standard Wealth Management
Massachusetts
$505K -$1.06K -32 -0.2%
IA
177
IFP Advisors
Florida
$500K +$80.6K +2,426 +15%
SFP
178
Shepherd Financial Partners
Massachusetts
$496K +$501K +15,089 New
BFA
179
Bragg Financial Advisors
North Carolina
$495K +$34.4K +1,036 +7%
FFA
180
Farther Finance Advisors
California
$489K +$494K +14,886 New
CAG
181
Curtis Advisory Group
California
$487K +$492K +14,802 New
FWM
182
Fingerlakes Wealth Management
New York
$478K +$21.8K +655 +5%
WA
183
Wealth Alliance
New York
$472K -$117K -3,530 -20%
RZH
184
Relyea Zuckerberg Hanson
Connecticut
$470K -$11.5K -347 -2%
CPIG
185
Chicago Partners Investment Group
Illinois
$469K +$100 +3 +0%
MM
186
Main Management
California
$467K
ODIJL
187
One Day In July LLC
Vermont
$466K +$117K +3,513 +33%
AIP
188
Ameritas Investment Partners
Nebraska
$462K -$15.2K -459 -3%
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
$460K +$232K +6,979 +100%
AIM
190
Acropolis Investment Management
Missouri
$459K
GIA
191
Goodwin Investment Advisory
Georgia
$455K -$79.3K -2,389 -15%
AAS
192
Avantax Advisory Services
Texas
$454K +$48.7K +1,467 +12%
FHA
193
First Horizon Advisors
Tennessee
$439K -$89.6K -2,698 -17%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$437K -$13K -391 -3%
NFP
195
NorthLanding Financial Partners
New York
$427K +$1.73K +52 +0.4%
RIA
196
Regal Investment Advisors
Michigan
$422K -$36.5K -1,098 -8%
CA
197
Cetera Advisors
Colorado
$422K +$426K +12,834 New
ECM
198
Evergreen Capital Management
Washington
$421K +$6.97K +210 +2%
JFA
199
JNBA Financial Advisors
Minnesota
$415K -$7.97K -240 -2%
PFA
200
Pathway Financial Advisors
Vermont
$404K -$148K -4,463 -27%