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iShares ESG Aware MSCI USA Small-Cap ETF

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
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
$111M 3,272,718 -631,445 -16%
Goldman Sachs
2
Goldman Sachs
New York
$75M 2,205,340 -56,434 -2%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$64.4M 1,895,564 +49,267 +3%
Northern Trust
4
Northern Trust
Illinois
$63M 1,852,827 +124,064 +7%
Creative Planning
5
Creative Planning
Kansas
$37.3M 1,097,149 +14,103 +1%
TF
6
TIAA FSB
Florida
$37.3M 1,096,228 +22,203 +2%
FT
7
Fiduciary Trust
Massachusetts
$29.7M 872,404 +37,139 +4%
Vontobel Holding
8
Vontobel Holding
Switzerland
$25.2M 740,000
M&T Bank
9
M&T Bank
New York
$21.4M 629,948 -14,004 -2%
CFG
10
Citizens Financial Group
Rhode Island
$17.5M 514,486 +17,228 +3%
PFO
11
Pathstone Family Office
New Jersey
$16.5M 484,767 -481,441 -50%
Bank of America
12
Bank of America
North Carolina
$15.6M 459,791 -20,572 -4%
AA
13
Acorns Advisers
California
$13.1M 384,625 +33,517 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.8M 375,852 -17,515 -4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.8M 375,635 -66,970 -15%
UBS Group
16
UBS Group
Switzerland
$12.7M 374,048 +41,946 +13%
Betterment LLC
17
Betterment LLC
New York
$12.2M 359,867 +49,734 +16%
Ameriprise
18
Ameriprise
Minnesota
$11.9M 351,500 +23,599 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 345,884 +34,553 +11%
AI
20
Accredited Investors
Minnesota
$11.7M 344,748 +6,094 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$11.5M 338,207 -52,471 -13%
SEI Investments
22
SEI Investments
Pennsylvania
$10.4M 306,578 +46,771 +18%
HighTower Advisors
23
HighTower Advisors
Illinois
$10.1M 295,757 +30,450 +11%
SHGA
24
Sand Hill Global Advisors
California
$9.65M 283,982 +1,090 +0.4%
Wells Fargo
25
Wells Fargo
California
$9.44M 277,736 +25,484 +10%