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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.

New
Increased
Maintained
Reduced
Closed

545% more capital invested

Capital invested by funds: $7.47M → $48.2M (+$40.7M)

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

73.75% more ownership

Funds ownership: 65.96%139.71% (+74%)

36% more funds holding

Funds holding: 2230 (+8)

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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M +$20.4M +796,327 +7,072%
Creative Planning
2
Creative Planning
Kansas
$2.7M +$2.62M +102,209 New
Goldman Sachs
3
Goldman Sachs
New York
$1.9M +$838K +32,706 +83%
FT
4
Fiduciary Trust
Massachusetts
$1.48M +$1.44M +56,265 New
B
5
Bailard
California
$1.39M +$132K +5,136 +11%
TRCT
6
Tower Research Capital (TRC)
New York
$1.25M -$596K -23,239 -33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M +$1M +39,082 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$924K +$475K +18,549 +113%
BlackRock
9
BlackRock
New York
$791K
AI
10
Accredited Investors
Minnesota
$771K +$295K +11,512 +65%
Citadel Advisors
11
Citadel Advisors
Florida
$417K +$405K +15,796 New
BWM
12
Baystate Wealth Management
Massachusetts
$352K +$330K +12,888 New
JMPWA
13
JP Morgan Private Wealth Advisors
California
$325K
WT
14
Whittier Trust
California
$304K +$295K +11,500 New
PCA
15
Personal Capital Advisors
California
$297K +$8.92K +348 +3%
SFG
16
Sage Financial Group
Pennsylvania
$288K +$280K +10,936 New
GI
17
Gradient Investments
Minnesota
$286K +$108K +4,218 +64%
MMA
18
Miracle Mile Advisors
California
$217K +$211K +8,220 New
BC
19
Brinker Capital
Pennsylvania
$206K -$201K -7,848 -50%
Bank of America
20
Bank of America
North Carolina
$167K +$52.8K +2,060 +48%
IFAM
21
Institutional & Family Asset Management
Colorado
$162K +$84.7K +3,304 +117%
MM
22
Main Management
California
$158K
ADL
23
Asset Dedication LLC
California
$58K +$2.59K +101 +5%
LGWM
24
Litman Gregory Wealth Management
California
$28K
TAIM
25
TD Ameritrade Investment Management
Nebraska
$27K +$8.77K +342 +51%