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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
176
Round Rock Advisors
Connecticut
$570K
AIM
177
Acropolis Investment Management
Missouri
$556K -$44.4K -1,150 -7%
BWP
178
BSW Wealth Partners
Colorado
$541K +$10.8K +279 +2%
AIP
179
Ameritas Investment Partners
Nebraska
$539K +$5.6K +145 +1%
OWM
180
Opes Wealth Management
California
$537K +$23.9K +620 +5%
ECM
181
Evergreen Capital Management
Washington
$525K +$6.56K +170 +1%
GDP
182
Great Diamond Partners
Maine
$516K -$22.2K -574 -4%
HWMG
183
Hurlow Wealth Management Group
Indiana
$516K +$13.6K +353 +3%
BSWM
184
Boston Standard Wealth Management
Massachusetts
$506K +$4.25K +110 +0.8%
AT
185
American Trust
Kentucky
$504K +$125K +3,230 +33%
MOS
186
MGO One Seven
Ohio
$492K -$965 -25 -0.2%
T
187
TCWP
Ohio
$492K -$927 -24 -0.2%
BPA
188
Beacon Pointe Advisors
California
$490K -$58.5K -1,515 -11%
ML
189
Mayport LLC
Massachusetts
$483K
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$471K -$564K -14,609 -54%
VCS
191
Vaughan & Co Securities
New Jersey
$449K
FF
192
Friedenthal Financial
New Jersey
$446K -$8.76K -227 -2%
NW
193
NewEdge Wealth
Pennsylvania
$441K +$4.9K +127 +1%
BP
194
Ballentine Partners
Massachusetts
$438K +$439K +11,373 New
Natixis Advisors
195
Natixis Advisors
Massachusetts
$436K +$437K +11,321 New
PAG
196
Private Advisor Group
New Jersey
$420K -$28K -725 -6%
CCM
197
Coldstream Capital Management
Washington
$413K
JFA
198
JNBA Financial Advisors
Minnesota
$412K -$80K -2,073 -16%
SCM
199
Stordahl Capital Management
Colorado
$411K +$153K +3,952 +59%
RP
200
Riverwater Partners
Wisconsin
$411K +$10.2K +264 +3%