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iShares ESG Aware MSCI USA Small-Cap ETF

88 hedge funds and large institutions have $99.8M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
49
Reduced
12
Closed
13
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
Goldman Sachs
2
Goldman Sachs
New York
$12.8M 643,907 +265,281 +70%
Creative Planning
3
Creative Planning
Kansas
$7.09M 355,590 +94,348 +36%
FT
4
Fiduciary Trust
Massachusetts
$5.09M 255,172 +21,956 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M 217,560 +38,109 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.31M 215,791 -4,452 -2%
UBS Group
7
UBS Group
Switzerland
$3.51M 176,100 -40,983 -19%
Northern Trust
8
Northern Trust
Illinois
$2.33M 116,540 +116,540 New
B
9
Bailard
California
$1.96M 98,219 +13,304 +16%
AI
10
Accredited Investors
Minnesota
$1.86M 93,398 +18,955 +25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.45M 72,649 +15,922 +28%
PBT
12
Pictet Bank & Trust
Bahamas
$1.4M 70,000
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$1.1M 55,184 +55,184 New
BlackRock
14
BlackRock
New York
$977K 48,929 -21 -0%
SA
15
Stewardship Advisors
Pennsylvania
$964K 48,318 -15,696 -25%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$947K 47,476 +8,090 +21%
BEC
17
Blue Edge Capital
Virginia
$913K 45,745 +17,778 +64%
ACA
18
Affinity Capital Advisors
California
$810K 37,706 +28,819 +324%
WT
19
Whittier Trust
California
$769K 38,525 +20,000 +108%
EWA
20
EP Wealth Advisors
California
$755K 37,849 +20,728 +121%
EWM
21
Empirical Wealth Management
Washington
$743K 37,255 +29,995 +413%
RWP
22
RWA Wealth Partners
Massachusetts
$693K 34,724 -9,774 -22%
MIS
23
Morningstar Investment Services
Illinois
$592K 29,638 +18,783 +173%
MMA
24
Miracle Mile Advisors
California
$589K 29,506 +691 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$552K 117,728 +117,728 New