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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ODIJL
176
One Day In July LLC
Vermont
$516K +$34.1K +1,002 +7%
AA
177
Aufman Associates
Pennsylvania
$515K +$101K +2,984 +25%
SFP
178
Shepherd Financial Partners
Massachusetts
$507K -$6.25K -184 -1%
AIM
179
Acropolis Investment Management
Missouri
$504K +$29.6K +870 +6%
SW
180
SVB Wealth
Massachusetts
$501K +$275K +8,102 +122%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$486K -$63.3K -1,863 -12%
AIP
182
Ameritas Investment Partners
Nebraska
$474K -$3.23K -95 -0.7%
RP
183
Riverwater Partners
Wisconsin
$470K -$108K -3,173 -19%
CAMV
184
Concord Asset Management (Virginia)
Virginia
$449K +$35.5K +1,045 +9%
WA
185
Wealth Alliance
New York
$447K -$41K -1,205 -8%
NFP
186
NorthLanding Financial Partners
New York
$446K +$4.62K +136 +1%
MM
187
Main Management
California
$444K -$38.5K -1,132 -8%
JFA
188
JNBA Financial Advisors
Minnesota
$437K +$7.78K +229 +2%
BSWM
189
Boston Standard Wealth Management
Massachusetts
$434K -$87.8K -2,581 -17%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$434K -$17.7K -522 -4%
PFA
191
Pathway Financial Advisors
Vermont
$417K
AWM
192
AE Wealth Management
Kansas
$417K -$132K -3,873 -24%
FCM
193
Fortis Capital Management
Washington
$415K +$21.4K +631 +5%
ECM
194
Evergreen Capital Management
Washington
$412K -$23.8K -700 -5%
BWP
195
BSW Wealth Partners
Colorado
$412K +$3.74K +110 +0.9%
FHA
196
First Horizon Advisors
Tennessee
$403K -$50.5K -1,487 -11%
UB
197
UMB Bank
Missouri
$399K
VCS
198
Vaughan & Co Securities
New Jersey
$397K
HWMG
199
Hurlow Wealth Management Group
Indiana
$397K
TFO
200
Tarbox Family Office
California
$396K +$1.97K +58 +0.5%