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iShares ESG Aware MSCI USA Small-Cap ETF

30 hedge funds and large institutions have $48.2M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587 +796,327 +7,072%
Creative Planning
2
Creative Planning
Kansas
$2.7M 102,209 +102,209 New
Goldman Sachs
3
Goldman Sachs
New York
$1.9M 71,979 +32,706 +83%
FT
4
Fiduciary Trust
Massachusetts
$1.48M 56,265 +56,265 New
B
5
Bailard
California
$1.39M 52,802 +5,136 +11%
TRCT
6
Tower Research Capital (TRC)
New York
$1.25M 47,476 -23,239 -33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M 39,082 +39,082 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$924K 35,021 +18,549 +113%
BlackRock
9
BlackRock
New York
$791K 30,000
AI
10
Accredited Investors
Minnesota
$771K 29,217 +11,512 +65%
Citadel Advisors
11
Citadel Advisors
Florida
$417K 15,796 +15,796 New
BWM
12
Baystate Wealth Management
Massachusetts
$352K 12,888 +12,888 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$325K 12,332
WT
14
Whittier Trust
California
$304K 11,500 +11,500 New
PCA
15
Personal Capital Advisors
California
$297K 11,249 +348 +3%
SFG
16
Sage Financial Group
Pennsylvania
$288K 10,936 +10,936 New
GI
17
Gradient Investments
Minnesota
$286K 10,845 +4,218 +64%
MMA
18
Miracle Mile Advisors
California
$217K 8,220 +8,220 New
BC
19
Brinker Capital
Pennsylvania
$206K 7,797 -7,848 -50%
Bank of America
20
Bank of America
North Carolina
$167K 6,334 +2,060 +48%
IFAM
21
Institutional & Family Asset Management
Colorado
$162K 6,131 +3,304 +117%
MM
22
Main Management
California
$158K 6,000
ADL
23
Asset Dedication LLC
California
$58K 2,218 +101 +5%
LGWM
24
Litman Gregory Wealth Management
California
$28K 1,057
TAIM
25
TD Ameritrade Investment Management
Nebraska
$27K 1,013 +342 +51%