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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
201
Morris Financial Concepts
South Carolina
$438K +$5.14K +128 +1%
CAG
202
Curtis Advisory Group
California
$432K -$270K -6,709 -39%
PAG
203
Private Advisor Group
New Jersey
$420K -$34.2K -852 -8%
BSB
204
Bangor Savings Bank
Maine
$420K -$325K -8,093 -45%
PP
205
PrairieView Partners
Minnesota
$416K +$96.4K +2,397 +32%
ST
206
Spinnaker Trust
Maine
$414K +$4.1K +102 +1%
EWA
207
ERTS Wealth Advisors
Michigan
$411K -$6.95K -173 -2%
BFP
208
Brewster Financial Planning
New York
$411K
SFA
209
Sequoia Financial Advisors
Ohio
$408K -$11.3K -280 -3%
RWP
210
RWA Wealth Partners
Massachusetts
$407K
MBT
211
Montecito Bank & Trust
California
$404K -$215K -5,346 -36%
HG
212
Harbor Group
New Hampshire
$398K +$21.7K +541 +6%
REMPR
213
Roof Eidam Maycock Peralta (REMP)
California
$393K
T
214
TrueFG
Texas
$392K
FFN
215
Focus Financial Network
Minnesota
$389K -$5.11K -127 -1%
SAI
216
Savvy Advisors Inc
New York
$389K -$1K -25 -0.3%
1SB
217
1ST Source Bank
Indiana
$389K -$3.34K -83 -0.9%
EWA
218
Emergent Wealth Advisors
New York
$383K
MCWS
219
McKinley Carter Wealth Services
West Virginia
$377K +$17.4K +434 +5%
FA
220
Fountainhead AM
New Jersey
$376K +$14K +348 +4%
OWA
221
Opal Wealth Advisors
New York
$366K -$13K -323 -4%
MAG
222
Mokosak Advisory Group
Iowa
$364K -$9.13K -227 -3%
EH
223
Equitable Holdings
New York
$363K +$35.1K +873 +11%
PPW
224
Presilium Private Wealth
Pennsylvania
$360K -$9.25K -230 -3%
CFG
225
Carr Financial Group
Massachusetts
$355K -$3.02K -75 -0.9%