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iShares ESG Aware MSCI USA Small-Cap ETF

250 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, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWMA
201
Heritage Wealth Management (Arizona)
Arizona
$166K 4,121 +1,180 +40%
CWA
202
Carolina Wealth Advisors
South Carolina
$149K 3,691
MFA
203
McClarren Financial Advisors
Pennsylvania
$146K 3,658 +1,240 +51%
FCA
204
FinTrust Capital Advisors
South Carolina
$141K 3,503
PP
205
PrairieView Partners
Minnesota
$125K 3,107 +762 +32%
AIM
206
Acropolis Investment Management
Missouri
$116K 2,880 +160 +6%
PCG
207
Private Capital Group
Connecticut
$115K 2,846 +1,664 +141%
BCPWM
208
Bradley & Co Private Wealth Management
Florida
$113K 2,801
FHA
209
First Horizon Advisors
Tennessee
$109K 2,708 +1,593 +143%
FI
210
FormulaFolio Investments
Michigan
$107K 2,655 +4 +0.2%
IA
211
IFP Advisors
Florida
$99K 2,460 -48 -2%
SWM
212
Sugarloaf Wealth Management
Georgia
$98K 2,438 +1,550 +175%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$92K 2,289 +4 +0.2%
CFGS
214
Concourse Financial Group Securities
Alabama
$90K 2,218 +2,218 New
FCM
215
Firestone Capital Management
Florida
$67K 1,665 +463 +39%
BWM
216
BerganKDV Wealth Management
Minnesota
$61K 1,500
TIM
217
Tortoise Investment Management
New York
$60K 1,475 +700 +90%
WP
218
WealthShield Partners
North Carolina
$54K 1,332 +364 +38%
HPC
219
HM Payson & Co
Maine
$51K 1,267 +267 +27%
Morgan Stanley
220
Morgan Stanley
New York
$50K 1,246 +45 +4%
WFA
221
Wells Financial Advisors
Massachusetts
$42K 1,033 +539 +109%
CFA
222
Carroll Financial Associates
North Carolina
$40K 995 +995 New
4FG
223
4Thought Financial Group
New York
$27K 661 +12 +2%
CAAS
224
Capital Asset Advisory Services
Michigan
$27K 677 +677 New
TF
225
TimeScale Financial
Massachusetts
$25K 628 +2 +0.3%