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iShares ESG Aware MSCI USA Small-Cap ETF

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
201
Private Capital Management (Colorado)
Colorado
$333K
AA
202
Aufman Associates
Pennsylvania
$330K +$284 +9 +0.1%
BSB
203
Bangor Savings Bank
Maine
$324K +$30.1K +956 +10%
OWA
204
Opal Wealth Advisors
New York
$316K -$3.91K -124 -1%
PA
205
Pinnacle Associates
New York
$313K -$2.45K -78 -0.8%
BRWA
206
B. Riley Wealth Advisors
Florida
$310K -$14K -446 -4%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$306K +$127K +3,890 +71%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$305K +$305K +9,384 New
ODIJL
209
One Day In July LLC
Vermont
$303K -$14.3K -454 -5%
BAM
210
Baldrige Asset Management
Pennsylvania
$289K -$49.4K -1,566 -15%
SWA
211
Sax Wealth Advisors
New Jersey
$289K
EWA
212
ERTS Wealth Advisors
Michigan
$288K +$33.7K +1,072 +13%
AG
213
Ascent Group
Virginia
$283K -$1.84K -53 -0.6%
CAG
214
Compass Advisory Group
New York
$282K +$282K +8,938 New
CPIG
215
Chicago Partners Investment Group
Illinois
$280K +$5.18K +149 +2%
PWMAG
216
Pinnacle Wealth Management Advisory Group
New Jersey
$278K
FA
217
Fountainhead AM
New Jersey
$277K +$18.8K +595 +7%
WFA
218
Wade Financial Advisory
California
$276K +$57.4K +1,825 +26%
RBA
219
Richard Bernstein Advisors
New York
$273K +$273K +8,655 New
BBA
220
BLB&B Advisors
Pennsylvania
$272K -$23.2K -738 -8%
UB
221
UMB Bank
Missouri
$272K
IFAM
222
Institutional & Family Asset Management
Colorado
$269K -$23.9K -759 -8%
CW
223
CreativeOne Wealth
Kansas
$266K -$75.3K -2,394 -22%
JBA
224
Johnson Bixby & Associates
Washington
$263K +$89.4K +2,834 +51%
FCM
225
Fortis Capital Management
Washington
$259K +$81.9K +2,598 +46%