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iShares ESG Aware MSCI USA Small-Cap ETF

45 hedge funds and large institutions have $59.5M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
2
Closed
2
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
Creative Planning
2
Creative Planning
Kansas
$5.16M 191,302 +89,093 +87%
Goldman Sachs
3
Goldman Sachs
New York
$3.22M 119,348 +47,369 +66%
FT
4
Fiduciary Trust
Massachusetts
$2.38M 88,262 +31,997 +57%
PBT
5
Pictet Bank & Trust
Bahamas
$1.89M 70,000 +70,000 New
AI
6
Accredited Investors
Minnesota
$1.81M 67,236 +38,019 +130%
B
7
Bailard
California
$1.81M 66,997 +14,195 +27%
TRCT
8
Tower Research Capital (TRC)
New York
$1.48M 54,791 +7,315 +15%
BlackRock
9
BlackRock
New York
$1.32M 48,833 +18,833 +63%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.08M 40,210 +1,128 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.01M 37,356 +2,335 +7%
FTIOP
12
Fiduciary Trust International of Pennsylvania
Pennsylvania
$580K 21,494 +21,494 New
RCS
13
Retirement Capital Strategies
California
$459K 16,990 +16,990 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$449K 16,670 +16,670 New
BC
15
Brinker Capital
Pennsylvania
$402K 14,905 +7,108 +91%
MM
16
Main Management
California
$380K 14,084 +8,084 +135%
BWM
17
Baystate Wealth Management
Massachusetts
$369K 13,630 +742 +6%
MMA
18
Miracle Mile Advisors
California
$350K 12,960 +4,740 +58%
Bank of America
19
Bank of America
North Carolina
$337K 12,469 +6,135 +97%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$333K 12,332
GI
21
Gradient Investments
Minnesota
$314K 11,625 +780 +7%
WT
22
Whittier Trust
California
$310K 11,500
SFG
23
Sage Financial Group
Pennsylvania
$295K 10,936
EWA
24
EP Wealth Advisors
California
$216K 8,005 +8,005 New
IFAM
25
Institutional & Family Asset Management
Colorado
$165K 6,125 -6 -0.1%