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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$633K
WDL
177
Well Done LLC
Michigan
$627K
NCM
178
Northland Capital Management
Minnesota
$619K -$68.8K -1,592 -10%
RIG
179
Ramiah Investment Group
Wisconsin
$616K -$64.4K -1,490 -9%
RRA
180
Round Rock Advisors
Connecticut
$615K -$3.85K -89 -0.6%
SCM
181
Stordahl Capital Management
Colorado
$595K +$150K +3,468 +32%
SFP
182
Shepherd Financial Partners
Massachusetts
$589K +$9.03K +209 +2%
AIP
183
Ameritas Investment Partners
Nebraska
$577K -$2.25K -52 -0.4%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$577K +$593K +13,715 New
BSWM
185
Boston Standard Wealth Management
Massachusetts
$574K +$864 +20 +0.1%
HWMG
186
Hurlow Wealth Management Group
Indiana
$568K
GDP
187
Great Diamond Partners
Maine
$558K +$5.49K +127 +1%
OWM
188
Opes Wealth Management
California
$556K -$44.7K -1,035 -7%
NW
189
NewEdge Wealth
Pennsylvania
$554K +$80.1K +1,854 +16%
ECM
190
Evergreen Capital Management
Washington
$549K -$25.4K -587 -4%
UCFA
191
United Capital Financial Advisors
Texas
$536K +$250K +5,775 +83%
ML
192
Mayport LLC
Massachusetts
$527K
MOS
193
MGO One Seven
Ohio
$523K -$14.1K -326 -3%
CSP
194
Cary Street Partners
Virginia
$513K +$527K +12,193 New
DAS
195
Diversify Advisory Services
Utah
$506K +$19.6K +454 +4%
PP
196
PDS Planning
Ohio
$506K +$1.08K +25 +0.2%
SI
197
Seeds Investor
New York
$503K +$20.4K +472 +4%
AAS
198
Avantax Advisory Services
Texas
$501K +$34.9K +808 +7%
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
$498K -$33.9K -784 -6%
FCI
200
Financial Counselors Inc
Kansas
$491K +$505K +11,688 New