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iShares ESG Screened S&P Small-Cap ETF

61 hedge funds and large institutions have $23M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
26
Sprinkle Financial Consultants
Colorado
$273K +$273K +7,196 New
ACM
27
Armbruster Capital Management
New York
$269K +$4.73K +125 +2%
VC
28
Veracity Capital
Georgia
$255K -$2.05K -54 -0.8%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$245K +$245K +6,472 New
EFM
30
Eley Financial Management
Vermont
$232K +$232K +6,129 New
TFO
31
Tarbox Family Office
California
$225K +$24.1K +636 +12%
OL
32
Optas LLC
Texas
$209K -$152 -4 -0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$102K
NP
34
NorthRock Partners
Minnesota
$101K +$25.9K +683 +35%
NA
35
NewEdge Advisors
Louisiana
$91.6K +$3.03K +80 +3%
William Blair & Company
36
William Blair & Company
Illinois
$90.1K +$530 +14 +0.6%
MA
37
MCF Advisors
Kentucky
$86.3K
MIA
38
Milestone Investment Advisors
Wisconsin
$82.2K
CTWM
39
Cherry Tree Wealth Management
Minnesota
$80.5K +$80.5K +2,125 New
PS
40
Principal Securities
Iowa
$70.7K +$8.52K +225 +14%
AIA
41
Armor Investment Advisors
North Carolina
$67.7K -$50.6K -1,336 -43%
Osaic Holdings
42
Osaic Holdings
Arizona
$50.7K -$14.6K -386 -22%
Bank of America
43
Bank of America
North Carolina
$49.3K +$76 +2 +0.2%
VAMG
44
Voisard Asset Management Group
Michigan
$47.1K +$985 +26 +2%
ST
45
Smithfield Trust
Pennsylvania
$40K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$35K +$35K +925 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$31K +$31K +818 New
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$28.4K +$28.4K +750 New
BTI
49
Blue Trust Inc
Georgia
$23.4K
HI
50
Harbour Investments
Wisconsin
$22.9K