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iShares ESG Screened S&P Small-Cap ETF

45 hedge funds and large institutions have $16.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
26
Milestone Investment Advisors
Wisconsin
$83K
PS
27
Principal Securities
Iowa
$71.4K +$71.4K +1,866 New
Osaic Holdings
28
Osaic Holdings
Arizona
$58.9K +$10.2K +266 +21%
SPIA
29
Steward Partners Investment Advisory
New York
$57.4K +$57.4K +1,500 New
Deutsche Bank
30
Deutsche Bank
Germany
$47.8K +$47.1K +1,230 +6,150%
VAMG
31
Voisard Asset Management Group
Michigan
$43.3K +$43.3K +1,131 New
Bank of America
32
Bank of America
North Carolina
$40.5K -$8.95K -234 -18%
ST
33
Smithfield Trust
Pennsylvania
$40K
AF
34
Advisornet Financial
Minnesota
$35.2K -$56.8K -1,485 -62%
HI
35
Harbour Investments
Wisconsin
$23.1K +$23.1K +604 New
AA
36
Addison Advisors
Vermont
$23K -$9.57K -250 -29%
GIA
37
GHP Investment Advisors
Colorado
$20.4K
BTI
38
Blue Trust Inc
Georgia
$20K +$369 +11 +2%
WFA
39
Wells Financial Advisors
Massachusetts
$18.4K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$18K +$75 +2 +0.4%
CWM
41
Compass Wealth Management
Connecticut
$11.5K
C
42
Covestor
United Kingdom
$3K +$1.21K +27 +68%
FWM
43
Focused Wealth Management
New York
$1.95K -$3.25K -85 -63%
SWM
44
Spire Wealth Management
Virginia
$1.11K
Morgan Stanley
45
Morgan Stanley
New York
$80 -$520 -13 -87%
MA
46
MONECO Advisors
Connecticut
-$353K -10,675 Closed
WP
47
WealthShield Partners
North Carolina
-$148K -4,450 Closed
HL
48
HeadInvest LLC
Maine
-$34.4K -1,050 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
-$19.6K -593 Closed
PC
50
Pecaut & Co
Iowa
-$14.5K -438 Closed