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iShares ESG Aware MSCI USA Small-Cap ETF

250 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M 3,088,577 +1,380,995 +81%
Goldman Sachs
2
Goldman Sachs
New York
$57.2M 1,417,492 +227,512 +19%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$54.8M 1,358,337 +69,782 +5%
Northern Trust
4
Northern Trust
Illinois
$50.4M 1,248,146 +220,458 +21%
FT
5
Fiduciary Trust
Massachusetts
$32.8M 813,182 +38,561 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587
Vontobel Holding
7
Vontobel Holding
Switzerland
$30.1M 745,000 -55,000 -7%
Creative Planning
8
Creative Planning
Kansas
$15M 372,672 -223,985 -38%
M&T Bank
9
M&T Bank
New York
$14.3M 355,263 +142,444 +67%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.9M 345,043 +109,729 +47%
UBS Group
11
UBS Group
Switzerland
$13M 320,810 +12,736 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.3M 280,486 -123,803 -31%
Bank of America
13
Bank of America
North Carolina
$11.3M 280,409 -7,823 -3%
Ameriprise
14
Ameriprise
Minnesota
$10.5M 257,741 +28,685 +13%
HGWM
15
Harvest Group Wealth Management
Massachusetts
$7.53M 186,533 -6,236 -3%
AI
16
Accredited Investors
Minnesota
$7.52M 186,312 +42,084 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.28M 180,282 +5,790 +3%
WI
18
WrapManager Inc
California
$6.97M 172,725 -16,250 -9%
PAS
19
Park Avenue Securities
New York
$6.39M 158,203 +75,539 +91%
SEI Investments
20
SEI Investments
Pennsylvania
$5.91M 146,132 +60,065 +70%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.37M 133,066 +51,531 +63%
GI
22
Gradient Investments
Minnesota
$5.34M 132,190 +10,641 +9%
5L
23
55I LLC
Massachusetts
$5.22M 129,262 +69,582 +117%
LPL Financial
24
LPL Financial
California
$5.03M 124,462 +36,578 +42%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.53M 112,103 +23,319 +26%