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iShares ESG Aware MSCI USA Small-Cap ETF

122 hedge funds and large institutions have $211M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+34
Holders Change %
+38.64%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
43
Increased
55
Reduced
15
Closed
8
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
$25.1M 1,002,151 +358,244 +56%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M 811,541 +595,750 +276%
FT
4
Fiduciary Trust
Massachusetts
$19.4M 771,930 +516,758 +203%
Northern Trust
5
Northern Trust
Illinois
$15.2M 606,443 +489,903 +420%
Creative Planning
6
Creative Planning
Kansas
$8.85M 353,046 -2,544 -0.7%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$6.9M 275,123 +275,123 New
HGWM
8
Harvest Group Wealth Management
Massachusetts
$6.38M 254,606 +254,606 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.7M 227,211 +9,651 +4%
UBS Group
10
UBS Group
Switzerland
$4.63M 184,859 +8,759 +5%
WI
11
WrapManager Inc
California
$4.61M 183,769 +183,769 New
BAAM
12
Baker Avenue Asset Management
California
$3.33M 132,816 +132,816 New
AI
13
Accredited Investors
Minnesota
$2.7M 107,855 +14,457 +15%
B
14
Bailard
California
$2.67M 106,669 +8,450 +9%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.58M 102,982 -14,746 -13%
TRCT
16
Tower Research Capital (TRC)
New York
$2.23M 88,825 +86,568 +3,836%
EWA
17
EP Wealth Advisors
California
$2.14M 85,243 +47,394 +125%
PBT
18
Pictet Bank & Trust
Bahamas
$1.76M 70,000
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.75M 69,704 -2,945 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.71M 68,337 +68,337 New
SHGA
21
Sand Hill Global Advisors
California
$1.5M 59,808 +59,808 New
TAIM
22
TD Ameritrade Investment Management
Nebraska
$1.43M 57,074 +9,598 +20%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$1.39M 55,339 +155 +0.3%
GI
24
Gradient Investments
Minnesota
$1.35M 53,861 +30,628 +132%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.3M 52,016 +25,384 +95%