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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$98.5M +$8.55M +212,686 +10%
Northern Trust
2
Northern Trust
Illinois
$84M +$37.5K +932 +0%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$83.7M -$1.02M -25,496 -1%
Bank of America
4
Bank of America
North Carolina
$72.1M -$175K -4,360 -0.3%
Goldman Sachs
5
Goldman Sachs
New York
$66.5M -$8.81M -219,179 -12%
Betterment LLC
6
Betterment LLC
New York
$62.4M +$4.66M +115,916 +8%
Creative Planning
7
Creative Planning
Kansas
$58.1M +$1.3M +32,347 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$43.2M -$9.27M -230,587 -18%
Wells Fargo
9
Wells Fargo
California
$42.4M +$26.2M +651,092 +179%
FT
10
Fiduciary Trust
Massachusetts
$41.6M +$3.02M +75,108 +8%
Vontobel Holding
11
Vontobel Holding
Switzerland
$33.5M
M&T Bank
12
M&T Bank
New York
$31M -$1.02M -25,420 -3%
BlackRock
13
BlackRock
New York
$25.1M -$12.4K -308 -0.1%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$22M -$842K -20,954 -4%
Ameriprise
15
Ameriprise
Minnesota
$21.4M +$8.86M +220,392 +76%
AA
16
Acorns Advisers
California
$21.1M -$79.4K -1,975 -0.4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$446K +11,096 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.5M +$816K +20,295 +5%
UBS Group
19
UBS Group
Switzerland
$17.6M -$16.2K -403 -0.1%
SEI Investments
20
SEI Investments
Pennsylvania
$16.5M +$35.1K +872 +0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.6M -$1.19M -29,722 -7%
AI
22
Accredited Investors
Minnesota
$14.4M +$252K +6,259 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.7M +$446K +11,083 +4%
SHGA
24
Sand Hill Global Advisors
California
$12.5M +$129K +3,217 +1%
MWM
25
Modera Wealth Management
New Jersey
$12.1M +$1.81M +45,112 +19%