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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
201
Bangor Savings Bank
Maine
$490K +$70.3K +1,626 +16%
FF
202
Friedenthal Financial
New Jersey
$488K
IWC
203
Integrated Wealth Concepts
Massachusetts
$483K -$1.11M -25,613 -69%
VCS
204
Vaughan & Co Securities
New Jersey
$481K -$10.2K -236 -2%
JFGLC
205
Johnson Financial Group LLC (Colorado)
Colorado
$480K +$175K +4,056 +55%
CW
206
Cook Wealth
North Carolina
$477K -$43.1K -998 -8%
1SB
207
1ST Source Bank
Indiana
$459K +$70K +1,619 +17%
MFC
208
Morris Financial Concepts
South Carolina
$457K +$17.4K +402 +4%
RP
209
Riverwater Partners
Wisconsin
$454K +$1.99K +46 +0.4%
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$444K -$1.73K -40 -0.4%
RWP
211
RWA Wealth Partners
Massachusetts
$439K +$30.1K +697 +7%
CCM
212
Coldstream Capital Management
Washington
$437K -$16K -371 -3%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$436K -$693K -16,039 -61%
SFA
214
Sequoia Financial Advisors
Ohio
$435K +$25.5K +590 +6%
HG
215
Harbor Group
New Hampshire
$434K +$34.2K +792 +8%
CAG
216
Curtis Advisory Group
California
$430K -$4.75K -110 -1%
CFG
217
Carr Financial Group
Massachusetts
$424K +$68.5K +1,584 +19%
PAG
218
Private Advisor Group
New Jersey
$415K -$7.35K -170 -2%
EWA
219
ERTS Wealth Advisors
Michigan
$411K -$3.24K -75 -0.8%
ST
220
Spinnaker Trust
Maine
$409K -$7.61K -176 -2%
MBT
221
Montecito Bank & Trust
California
$407K
FFN
222
Focus Financial Network
Minnesota
$397K +$5.83K +135 +1%
BHIA
223
Birch Hill Investment Advisors
Massachusetts
$395K +$100K +2,321 +33%
REMPR
224
Roof Eidam Maycock Peralta (REMP)
California
$395K
T
225
TrueFG
Texas
$394K -$303 -7 -0.1%