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iShares ESG Aware MSCI USA Small-Cap ETF

219 hedge funds and large institutions have $565M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
219
Holders Change
+42
Holders Change %
+23.73%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
105
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$65.8M 1,707,582 +1,300,012 +319%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$49.7M 1,288,555 +188,570 +17%
Goldman Sachs
3
Goldman Sachs
New York
$45.9M 1,189,980 +139,186 +13%
Northern Trust
4
Northern Trust
Illinois
$39.6M 1,027,688 +239,287 +30%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587
Vontobel Holding
6
Vontobel Holding
Switzerland
$30.8M 800,000 -50,000 -6%
FT
7
Fiduciary Trust
Massachusetts
$29.9M 774,621 +1,877 +0.2%
Creative Planning
8
Creative Planning
Kansas
$23M 596,657 +115,581 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.6M 404,289 +154,611 +62%
UBS Group
10
UBS Group
Switzerland
$11.9M 308,074 +64,566 +27%
Bank of America
11
Bank of America
North Carolina
$11.1M 288,232 +6,488 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.07M 235,314 +149,734 +175%
Ameriprise
13
Ameriprise
Minnesota
$8.82M 229,056 +61,062 +36%
M&T Bank
14
M&T Bank
New York
$8.22M 212,819 +147,716 +227%
HGWM
15
Harvest Group Wealth Management
Massachusetts
$7.78M 192,769 -21,696 -10%
WI
16
WrapManager Inc
California
$7.28M 188,975 -3,615 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.72M 174,492 +61,452 +54%
AI
18
Accredited Investors
Minnesota
$5.56M 144,228 +18,937 +15%
GI
19
Gradient Investments
Minnesota
$4.68M 121,549 +63,572 +110%
B
20
Bailard
California
$4.15M 107,683 -4,268 -4%
BlackRock
21
BlackRock
New York
$3.9M 101,074 +20,725 +26%
EWA
22
EP Wealth Advisors
California
$3.7M 95,959 +6,832 +8%
CIAS
23
Capital Investment Advisory Services
North Carolina
$3.51M 91,124 +19,212 +27%
SHGA
24
Sand Hill Global Advisors
California
$3.49M 90,662 +7,260 +9%
EWM
25
Empirical Wealth Management
Washington
$3.46M 89,665 +9,865 +12%