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iShares ESG Aware MSCI USA Small-Cap ETF

356 hedge funds and large institutions have $984M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 117

11% more capital invested

Capital invested by funds: $889M → $984M (+$94.4M)

8% more funds holding

Funds holding: 330356 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.54% less ownership

Funds ownership: 89.7%76.16% (-14%)

Holders
356
Holders Change
+26
Holders Change %
+7.88%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
117
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M -$14.8M -445,831 -10%
Goldman Sachs
2
Goldman Sachs
New York
$74.4M +$1.64M +49,529 +2%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$60.7M +$3.01M +90,515 +5%
Northern Trust
4
Northern Trust
Illinois
$56.8M +$1.49M +44,959 +3%
Creative Planning
5
Creative Planning
Kansas
$35.6M +$2.66M +80,161 +8%
TF
6
TIAA FSB
Florida
$35.3M +$4.31M +129,651 +14%
FT
7
Fiduciary Trust
Massachusetts
$27.5M +$268K +8,078 +1%
Vontobel Holding
8
Vontobel Holding
Switzerland
$24.3M +$830K +25,000 +3%
M&T Bank
9
M&T Bank
New York
$21.2M -$1.28M -38,570 -6%
CFG
10
Citizens Financial Group
Rhode Island
$16.3M -$361K -10,885 -2%
Bank of America
11
Bank of America
North Carolina
$15.8M -$179K -5,392 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$14.6M -$4.29M -129,045 -23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.9M +$740K +22,283 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.8M -$1.61M -48,439 -11%
AA
15
Acorns Advisers
California
$11.5M +$1.07M +32,141 +10%
AI
16
Accredited Investors
Minnesota
$11.1M +$481K +14,482 +4%
UBS Group
17
UBS Group
Switzerland
$10.9M +$629K +18,952 +6%
Ameriprise
18
Ameriprise
Minnesota
$10.8M +$1.6M +48,072 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$446K +13,428 +5%
Betterment LLC
20
Betterment LLC
New York
$10.2M +$10M +302,236 +3,827%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.83M +$1.99M +59,800 +25%
SHGA
22
Sand Hill Global Advisors
California
$9.3M +$2.57M +77,277 +38%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.71M +$3.47M +104,466 +65%
SEI Investments
24
SEI Investments
Pennsylvania
$8.54M -$711K -21,398 -8%
Wells Fargo
25
Wells Fargo
California
$8.29M +$1.74M +52,419 +26%