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iShares ESG Aware MSCI USA Small-Cap ETF

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$178M 4,666,758 +24,262 +0.5%
Goldman Sachs
2
Goldman Sachs
New York
$78M 2,049,806 +239,885 +13%
Northern Trust
3
Northern Trust
Illinois
$62.7M 1,648,229 +129,600 +9%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$57.8M 1,519,720 +75,970 +5%
Creative Planning
5
Creative Planning
Kansas
$36.6M 961,166 -24,450 -2%
FT
6
Fiduciary Trust
Massachusetts
$31.9M 839,533 -1,384 -0.2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.2M 766,458 -76,321 -9%
Vontobel Holding
8
Vontobel Holding
Switzerland
$27.2M 715,000
CFG
9
Citizens Financial Group
Rhode Island
$25.3M 664,883 -36 -0%
M&T Bank
10
M&T Bank
New York
$19M 500,497 +55,551 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$18.3M 479,448 -15,282 -3%
Bank of America
12
Bank of America
North Carolina
$15.9M 418,138 +38,912 +10%
LPL Financial
13
LPL Financial
California
$12.7M 332,945 +66,307 +25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.7M 332,752 -21 -0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M 329,130 +18,319 +6%
AWA
16
Aaron Wealth Advisors
Illinois
$11.6M 442,138 +430,546 +3,714%
UBS Group
17
UBS Group
Switzerland
$11.6M 304,258 -156,629 -34%
AI
18
Accredited Investors
Minnesota
$10.4M 273,095 +34,995 +15%
PAS
19
Park Avenue Securities
New York
$9.75M 256,194 +9,960 +4%
Ameriprise
20
Ameriprise
Minnesota
$9.54M 250,539 -22,133 -8%
AA
21
Acorns Advisers
California
$9.41M 247,346 +45,157 +22%
Truist Financial
22
Truist Financial
North Carolina
$9.07M 238,336 +32,757 +16%
SEI Investments
23
SEI Investments
Pennsylvania
$8.94M 233,697 +26,192 +13%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.93M 234,840 +8,682 +4%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$7.57M 198,953 +42,913 +28%