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iShares ESG Screened S&P Small-Cap ETF

53 hedge funds and large institutions have $21.3M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
26
Magnus Financial Group
New York
$259K +$259K +6,600 New
RJA
27
Raymond James & Associates
Florida
$229K +$229K +5,839 New
OL
28
Optas LLC
Texas
$216K -$84.3K -2,152 -28%
TFO
29
Tarbox Family Office
California
$208K +$208K +5,304 New
AIA
30
Armor Investment Advisors
North Carolina
$122K +$2.35K +60 +2%
SPIA
31
Steward Partners Investment Advisory
New York
$106K +$47.2K +1,204 +80%
William Blair & Company
32
William Blair & Company
Illinois
$92.6K -$8.42K -215 -8%
NA
33
NewEdge Advisors
Louisiana
$91.6K +$91.6K +2,338 New
MA
34
MCF Advisors
Kentucky
$89.3K
MIA
35
Milestone Investment Advisors
Wisconsin
$85K
NP
36
NorthRock Partners
Minnesota
$77.2K +$77.2K +1,971 New
Osaic Holdings
37
Osaic Holdings
Arizona
$67.6K +$7.32K +187 +12%
PS
38
Principal Securities
Iowa
$64.4K -$8.74K -223 -12%
Bank of America
39
Bank of America
North Carolina
$51K +$9.52K +243 +23%
VAMG
40
Voisard Asset Management Group
Michigan
$47.7K +$3.37K +86 +8%
ST
41
Smithfield Trust
Pennsylvania
$42K
TCOV
42
Trust Company of Vermont
Vermont
$24.3K +$24.3K +621 New
HI
43
Harbour Investments
Wisconsin
$23.7K
AA
44
Addison Advisors
Vermont
$23.5K
BTI
45
Blue Trust Inc
Georgia
$23.4K
FIM
46
Fernwood Investment Management
Massachusetts
$22.2K +$22.2K +566 New
GIA
47
GHP Investment Advisors
Colorado
$20.9K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$19K
WFA
49
Wells Financial Advisors
Massachusetts
$18.9K
CWM
50
Compass Wealth Management
Connecticut
$11.8K