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iShares ESG Aware MSCI USA Small-Cap ETF

369 hedge funds and large institutions have $1.23B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 163 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 129

1.56% more ownership

Funds ownership: 74.85%76.41% (+1.6%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.22B → $1.23B (+$11.3M)

1% less funds holding

Funds holding: 371369 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
163
Reduced
129
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Seeds Investor
New York
$409K +$136K +3,521 +50%
BOPW
202
Brandywine Oak Private Wealth
Pennsylvania
$404K +$5.1K +132 +1%
MFC
203
Morris Financial Concepts
South Carolina
$398K +$191K +4,946 +92%
DAS
204
Diversify Advisory Services
Utah
$389K -$35.9K -929 -8%
FFN
205
Focus Financial Network
Minnesota
$388K -$21K -544 -5%
SFA
206
Sequoia Financial Advisors
Ohio
$386K -$32.6K -845 -8%
EWA
207
ERTS Wealth Advisors
Michigan
$385K +$1.93K +50 +0.5%
BFP
208
Brewster Financial Planning
New York
$378K +$18.4K +476 +5%
OWA
209
One Wealth Advisors
California
$378K -$59K -1,527 -14%
ST
210
Spinnaker Trust
Maine
$377K +$18.5K +478 +5%
RWP
211
RWA Wealth Partners
Massachusetts
$375K -$22K -569 -6%
PFA
212
Pathway Financial Advisors
Vermont
$362K -$111K -2,881 -23%
REMPR
213
Roof Eidam Maycock Peralta (REMP)
California
$361K +$19.3K +500 +6%
1SB
214
1ST Source Bank
Indiana
$361K +$11.1K +288 +3%
T
215
TrueFG
Texas
$361K -$1.54K -40 -0.4%
SAI
216
Savvy Advisors Inc
New York
$359K -$1.93K -50 -0.5%
Millennium Management
217
Millennium Management
New York
$356K +$357K +9,243 New
EWA
218
Emergent Wealth Advisors
New York
$353K +$70.3K +1,821 +25%
AAS
219
Avantax Advisory Services
Texas
$350K -$51.6K -1,337 -13%
OWA
220
Opal Wealth Advisors
New York
$349K +$6.6K +171 +2%
JBA
221
Johnson Bixby & Associates
Washington
$348K -$1.7K -44 -0.5%
HG
222
Harbor Group
New Hampshire
$346K +$23.2K +600 +7%
MFA
223
McClarren Financial Advisors
Pennsylvania
$344K -$437K -11,327 -99%
MAG
224
Mokosak Advisory Group
Iowa
$344K -$3.94K -102 -1%
PPW
225
Presilium Private Wealth
Pennsylvania
$341K +$16.2K +420 +5%