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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$387K +$94K +2,766 +32%
OBWG
202
Onyx Bridge Wealth Group
New York
$385K +$385K +11,315 New
BSB
203
Bangor Savings Bank
Maine
$381K +$21.8K +642 +6%
MFA
204
McClarren Financial Advisors
Pennsylvania
$378K +$1.22K +36 +0.3%
WIA
205
World Investment Advisors
California
$376K +$76.8K +2,260 +26%
CCM
206
Coldstream Capital Management
Washington
$365K -$3.13K -92 -0.8%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$19.4K -572 -5%
RIA
208
Regal Investment Advisors
Michigan
$361K -$76K -2,237 -17%
GWM
209
Grand Wealth Management
Michigan
$358K -$4.11K -121 -1%
CA
210
Cetera Advisors
Colorado
$357K -$79.2K -2,331 -18%
MAG
211
Mokosak Advisory Group
Iowa
$352K -$2.82K -83 -0.8%
GIA
212
Goodwin Investment Advisory
Georgia
$351K -$119K -3,511 -25%
RIG
213
Ramiah Investment Group
Wisconsin
$350K +$350K +10,301 New
Natixis Advisors
214
Natixis Advisors
Massachusetts
$349K +$349K +10,275 New
SWA
215
Sax Wealth Advisors
New Jersey
$345K
AT
216
American Trust
Kentucky
$344K -$55.4K -1,847 -14%
BAM
217
Baldrige Asset Management
Pennsylvania
$338K +$3.94K +116 +1%
SCA
218
Snowden Capital Advisors
New York
$338K -$76.3K -2,244 -18%
OWA
219
Opal Wealth Advisors
New York
$336K -$7.38K -217 -2%
ST
220
Spinnaker Trust
Maine
$331K -$1.03M -30,227 -76%
SB
221
Strategic Blueprint
Georgia
$331K -$12.9K -379 -4%
WFA
222
Wade Financial Advisory
California
$324K +$21.4K +630 +7%
OIA
223
OneDigital Investment Advisors
Kansas
$322K +$83.2K +2,447 +35%
US Bancorp
224
US Bancorp
Minnesota
$321K +$101K +2,967 +46%
CAL
225
Capital Analysts LLC
Pennsylvania
$320K -$20.5K -604 -6%