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iShares ESG Aware MSCI USA Small-Cap ETF

266 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 172 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 27

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $713M → $814M (+$101M)

6% more funds holding

Funds holding: 251266 (+15)

2.15% more ownership

Funds ownership: 71.4%73.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
266
Holders Change
+15
Holders Change %
+5.98%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
172
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$231K +$233K +5,896 New
V
202
Veritable
Delaware
$224K
Bank of New York Mellon
203
Bank of New York Mellon
New York
$222K -$30.5K -771 -12%
VWM
204
Venturi Wealth Management
Texas
$213K +$216K +5,458 New
TI
205
tru Independence
Oregon
$210K +$214K +5,406 New
OFG
206
Omega Financial Group
California
$208K +$210K +5,320 New
1SB
207
1ST Source Bank
Indiana
$205K +$3.6K +91 +2%
TIA
208
Traphagen Investment Advisors
New Jersey
$204K +$9.93K +251 +5%
HWMA
209
Heritage Wealth Management (Arizona)
Arizona
$190K +$29.8K +754 +18%
AWA
210
Arkadios Wealth Advisors
Georgia
$164K -$5.34K -135 -3%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$162K
LWP
212
Laurel Wealth Planning
Minnesota
$160K +$157K +3,971 +2,857%
CAL
213
Capital Analysts LLC
Pennsylvania
$158K -$3.8K -96 -2%
IA
214
IFP Advisors
Florida
$145K +$50.3K +1,271 +52%
CWA
215
Carolina Wealth Advisors
South Carolina
$144K
MFA
216
McClarren Financial Advisors
Pennsylvania
$143K +$514 +13 +0.4%
FCA
217
FinTrust Capital Advisors
South Carolina
$137K
FA
218
Flagstar Advisors
New York
$136K +$138K +3,485 New
CFGS
219
Concourse Financial Group Securities
Alabama
$130K +$44.4K +1,123 +51%
BCPWM
220
Bradley & Co Private Wealth Management
Florida
$122K +$13.1K +331 +12%
PP
221
PrairieView Partners
Minnesota
$121K
PCG
222
Private Capital Group
Connecticut
$116K +$5.1K +129 +5%
BAM
223
Belpointe Asset Management
Nevada
$116K +$118K +2,972 New
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$113K +$24.8K +626 +27%
AIM
225
Acropolis Investment Management
Missouri
$107K