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iShares ESG Aware MSCI USA Small-Cap ETF

251 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 28

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $565M → $713M (+$148M)

14% more funds holding

Funds holding: 220251 (+31)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.82% less ownership

Funds ownership: 74.22%71.4% (-2.8%)

Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
148
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$167K +$107K +2,691 +185%
HWMA
202
Heritage Wealth Management (Arizona)
Arizona
$166K +$46.9K +1,180 +40%
CWA
203
Carolina Wealth Advisors
South Carolina
$149K
MFA
204
McClarren Financial Advisors
Pennsylvania
$146K +$49.3K +1,240 +51%
FCA
205
FinTrust Capital Advisors
South Carolina
$141K
PP
206
PrairieView Partners
Minnesota
$125K +$30.3K +762 +32%
AIM
207
Acropolis Investment Management
Missouri
$116K +$6.36K +160 +6%
PCG
208
Private Capital Group
Connecticut
$115K +$66.2K +1,664 +141%
BCPWM
209
Bradley & Co Private Wealth Management
Florida
$113K
FHA
210
First Horizon Advisors
Tennessee
$109K +$63.3K +1,593 +143%
FI
211
FormulaFolio Investments
Michigan
$107K +$159 +4 +0.2%
IA
212
IFP Advisors
Florida
$99K -$1.91K -48 -2%
SWM
213
Sugarloaf Wealth Management
Georgia
$98K +$61.6K +1,550 +175%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$92K +$159 +4 +0.2%
CFGS
215
Concourse Financial Group Securities
Alabama
$90K +$88.2K +2,218 New
FCM
216
Firestone Capital Management
Florida
$67K +$18.4K +463 +39%
BWM
217
BerganKDV Wealth Management
Minnesota
$61K
TIM
218
Tortoise Investment Management
New York
$60K +$27.8K +700 +90%
WP
219
WealthShield Partners
North Carolina
$54K +$14.5K +364 +38%
HPC
220
HM Payson & Co
Maine
$51K +$10.6K +267 +27%
Morgan Stanley
221
Morgan Stanley
New York
$50K +$1.79K +45 +4%
WFA
222
Wells Financial Advisors
Massachusetts
$42K +$21.4K +539 +109%
CFA
223
Carroll Financial Associates
North Carolina
$40K +$39.6K +995 New
4FG
224
4Thought Financial Group
New York
$27K +$477 +12 +2%
CAAS
225
Capital Asset Advisory Services
Michigan
$27K +$26.9K +677 New