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iShares ESG Aware MSCI USA Small-Cap ETF

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFA
201
Wells Financial Advisors
Massachusetts
$19K 494 +290 +142%
RWG
202
Regal Wealth Group
California
$17K 431
GWM
203
Geneos Wealth Management
Colorado
$17K 436 +184 +73%
AIC
204
Ameritas Investment Company
Nebraska
$14.6K 380 +380 New
IWP
205
IAG Wealth Partners
Wisconsin
$14K 359
LFG
206
Larson Financial Group
Missouri
$13K 331
EIP
207
Ellis Investment Partners
Pennsylvania
$13K 332 +1 +0.3%
NFG
208
Next Financial Group
Texas
$9K 222
KFI
209
Key Financial Inc
Pennsylvania
$9K 221
AF
210
Advisornet Financial
Minnesota
$8K 209 +55 +36%
KFS
211
Kelly Financial Services
Massachusetts
$6.44K 167 +167 New
CFFP
212
Center for Financial Planning
Michigan
$5K 118 +118 New
GFPC
213
Global Financial Private Client
Florida
$3.87K 99 +99 New
S
214
SignatureFD
Georgia
$3K 68 +68 New
GRP
215
Global Retirement Partners
California
$2K 44 +44 New
NFSG
216
Newbridge Financial Services Group
Florida
$2K 50 +50 New
CB
217
Community Bank
New York
$1K 15 +15 New
Wells Fargo
218
Wells Fargo
California
$1K 37 +36 +3,600%
SWM
219
Sugarloaf Wealth Management
Georgia
$93 888 -1,531 -63%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
-106,155 Closed
FWCM
221
Ferguson Wellman Capital Management
Oregon
-14,818 Closed
OPS
222
Orion Portfolio Solutions
Nebraska
-7,360 Closed
KAS
223
Kestra Advisory Services
Texas
-5,857 Closed
EA
224
Elm Advisors
California
-2,420 Closed
CAAS
225
Capital Asset Advisory Services
Michigan
-676 Closed