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iShares ESG Aware MSCI USA Small-Cap ETF

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

60% more capital invested

Capital invested by funds: $68.3M → $109M (+$41.1M)

49% more funds holding

Funds holding: 5582 (+27)

4.41% less ownership

Funds ownership: 93.16%88.75% (-4.4%)

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
34
Reduced
7
Closed
2
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
Goldman Sachs
2
Goldman Sachs
New York
$10.9M +$4.99M +180,561 +91%
Creative Planning
3
Creative Planning
Kansas
$7.55M +$1.72M +62,363 +31%
FT
4
Fiduciary Trust
Massachusetts
$6.75M +$3.8M +137,433 +143%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.37M +$6.09M +220,243 New
UBS Group
6
UBS Group
Switzerland
$6.28M +$4.89M +176,903 +440%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.19M +$3.47M +125,712 +234%
B
8
Bailard
California
$2.46M +$400K +14,471 +21%
AI
9
Accredited Investors
Minnesota
$2.15M +$50.3K +1,818 +3%
PBT
10
Pictet Bank & Trust
Bahamas
$2.03M
SA
11
Stewardship Advisors
Pennsylvania
$1.85M +$1.77M +64,014 New
TRCT
12
Tower Research Capital (TRC)
New York
$1.67M +$429K +15,511 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.64M +$109K +3,936 +7%
Jane Street
14
Jane Street
New York
$1.61M +$1.54M +55,684 New
BlackRock
15
BlackRock
New York
$1.42M +$1.96K +71 +0.1%
RWP
16
RWA Wealth Partners
Massachusetts
$1.29M +$786K +28,444 +177%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$1.14M +$157K +5,685 +17%
Truist Financial
18
Truist Financial
North Carolina
$944K +$903K +32,655 New
MMA
19
Miracle Mile Advisors
California
$833K +$474K +17,155 +147%
BEC
20
Blue Edge Capital
Virginia
$809K +$372K +13,441 +93%
EOJOAM
21
E. Ohman J:or Asset Management
Sweden
$685K +$655K +23,700 New
SFS
22
Sowell Financial Services
Arkansas
$645K +$17.7K +640 +3%
BC
23
Brinker Capital
Pennsylvania
$622K -$106K -3,824 -15%
GI
24
Gradient Investments
Minnesota
$603K +$97.2K +3,516 +20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$583K +$83.6K +3,025 +18%