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iShares ESG Aware MSCI USA Small-Cap ETF

55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

22% more funds holding

Funds holding: 4555 (+10)

15% more capital invested

Capital invested by funds: $59.5M → $68.3M (+$8.8M)

12.9% less ownership

Funds ownership: 106.06%93.16% (-13%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
7
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
Creative Planning
2
Creative Planning
Kansas
$5.31M +$203K +7,577 +4%
Goldman Sachs
3
Goldman Sachs
New York
$5.29M +$2.11M +78,717 +66%
FT
4
Fiduciary Trust
Massachusetts
$2.56M +$201K +7,521 +9%
AI
5
Accredited Investors
Minnesota
$1.94M +$144K +5,389 +8%
B
6
Bailard
California
$1.88M +$92.2K +3,447 +5%
PBT
7
Pictet Bank & Trust
Bahamas
$1.87M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.44M +$438K +16,383 +44%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.41M +$336K +12,581 +31%
BlackRock
10
BlackRock
New York
$1.3M +$1.23K +46 +0.1%
TRCT
11
Tower Research Capital (TRC)
New York
$1.13M -$332K -12,411 -23%
UBS Group
12
UBS Group
Switzerland
$1.07M +$1.07M +40,180 New
TAIM
13
TD Ameritrade Investment Management
Nebraska
$900K +$840K +31,396 +1,362%
SB
14
Suntrust Banks
Georgia
$817K +$819K +30,617 New
BC
15
Brinker Capital
Pennsylvania
$676K +$279K +10,414 +70%
FTIOP
16
Fiduciary Trust International of Pennsylvania
Pennsylvania
$605K +$31K +1,158 +5%
SFS
17
Sowell Financial Services
Arkansas
$578K +$579K +21,659 New
GI
18
Gradient Investments
Minnesota
$463K +$153K +5,704 +49%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$458K +$13.3K +498 +3%
RWP
20
RWA Wealth Partners
Massachusetts
$429K +$429K +16,054 New
EWA
21
EP Wealth Advisors
California
$402K +$188K +7,048 +88%
BWM
22
Baystate Wealth Management
Massachusetts
$400K +$36K +1,345 +10%
BEC
23
Blue Edge Capital
Virginia
$388K +$388K +14,526 New
RCS
24
Retirement Capital Strategies
California
$375K -$79.2K -2,961 -17%
MM
25
Main Management
California
$353K -$22.8K -853 -6%