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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
176
Opes Wealth Management
California
$597K +$12.7K +315 +2%
SFP
177
Shepherd Financial Partners
Massachusetts
$577K -$56.4K -1,404 -9%
AIP
178
Ameritas Investment Partners
Nebraska
$576K -$9.09K -226 -2%
ECM
179
Evergreen Capital Management
Washington
$570K -$362 -9 -0.1%
BSWM
180
Boston Standard Wealth Management
Massachusetts
$570K +$19.3K +480 +4%
BPA
181
Beacon Pointe Advisors
California
$568K +$33.9K +843 +7%
HWMG
182
Hurlow Wealth Management Group
Indiana
$565K +$4.78K +119 +0.9%
ODIJL
183
One Day In July LLC
Vermont
$564K -$55.2K -1,372 -9%
GDP
184
Great Diamond Partners
Maine
$550K -$10.5K -261 -2%
MOS
185
MGO One Seven
Ohio
$534K -$241 -6 -0%
ML
186
Mayport LLC
Massachusetts
$524K
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$511K
PP
188
PDS Planning
Ohio
$503K +$224K +5,575 +87%
CW
189
Cook Wealth
North Carolina
$498K -$153K -3,801 -24%
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$495K -$734K -18,250 -61%
DAS
191
Diversify Advisory Services
Utah
$491K +$60.6K +1,508 +15%
VCS
192
Vaughan & Co Securities
New Jersey
$488K
FF
193
Friedenthal Financial
New Jersey
$485K
SI
194
Seeds Investor
New York
$480K +$34.3K +853 +8%
NW
195
NewEdge Wealth
Pennsylvania
$473K -$4.99K -124 -1%
AAS
196
Avantax Advisory Services
Texas
$465K +$80.7K +2,007 +22%
CCM
197
Coldstream Capital Management
Washington
$450K +$844 +21 +0.2%
RP
198
Riverwater Partners
Wisconsin
$444K +$2.89K +72 +0.7%
BOPW
199
Brandywine Oak Private Wealth
Pennsylvania
$443K +$4.58K +114 +1%
SCM
200
Stordahl Capital Management
Colorado
$442K