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iShares ESG Aware MSCI USA Small-Cap ETF

405 hedge funds and large institutions have $1.39B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

6% more funds holding

Funds holding: 381405 (+24)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.93% less ownership

Funds ownership: 75.57%73.64% (-1.9%)

Holders
405
Holders Change
+24
Holders Change %
+6.3%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
156
Reduced
139
Closed
22
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
$100M +$1.31M +30,253 +1%
Northern Trust
2
Northern Trust
Illinois
$85.8M +$1.4M +32,423 +2%
Bank of America
3
Bank of America
North Carolina
$72.7M +$265K +6,123 +0.4%
Goldman Sachs
4
Goldman Sachs
New York
$67.4M +$556K +12,855 +0.8%
Betterment LLC
5
Betterment LLC
New York
$67.4M +$4.81M +111,312 +7%
Creative Planning
6
Creative Planning
Kansas
$60.1M +$1.72M +39,751 +3%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$56.5M -$28.4M -657,764 -33%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$47.9M +$4.53M +104,826 +10%
Wells Fargo
9
Wells Fargo
California
$44.3M +$1.68M +38,763 +4%
FT
10
Fiduciary Trust
Massachusetts
$41.7M -$113K -2,610 -0.3%
Vontobel Holding
11
Vontobel Holding
Switzerland
$33.6M
M&T Bank
12
M&T Bank
New York
$28M -$3.21M -74,248 -10%
BlackRock
13
BlackRock
New York
$26.5M +$1.27M +29,313 +5%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$22.1M -$14.1K -327 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$21.9M +$424K +9,819 +2%
AA
16
Acorns Advisers
California
$21.8M +$523K +12,098 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$20.2M +$954K +22,063 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.5M -$57.1K -1,320 -0.3%
UBS Group
19
UBS Group
Switzerland
$18.3M +$678K +15,691 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$16.8M +$1.19M +27,511 +7%
SEI Investments
21
SEI Investments
Pennsylvania
$16M -$592K -13,697 -3%
AI
22
Accredited Investors
Minnesota
$14.4M -$137K -3,160 -0.9%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.7M -$15.3K -354 -0.1%
SHGA
24
Sand Hill Global Advisors
California
$12.9M +$299K +6,927 +2%
MWM
25
Modera Wealth Management
New Jersey
$12.5M +$378K +8,737 +3%