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iShares ESG Screened S&P Small-Cap ETF

63 hedge funds and large institutions have $25.7M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
26
Sprinkle Financial Consultants
Colorado
$302K +$1.59K +38 +0.5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$291K -$753K -18,007 -72%
HCA
28
Heck Capital Advisors
Wisconsin
$286K -$21K -503 -7%
VFA
29
Valeo Financial Advisors
Indiana
$283K +$283K +6,768 New
TFO
30
Tarbox Family Office
California
$282K +$34K +812 +14%
VC
31
Veracity Capital
Georgia
$282K +$335 +8 +0.1%
PAG
32
Private Advisor Group
New Jersey
$278K +$278K +6,646 New
ACM
33
Armbruster Capital Management
New York
$258K -$39.7K -950 -13%
OL
34
Optas LLC
Texas
$236K +$5.98K +143 +3%
PI
35
PFG Investments
New York
$234K +$234K +5,596 New
NC
36
Napatree Capital
Rhode Island
$217K +$217K +5,186 New
NP
37
NorthRock Partners
Minnesota
$139K +$28.2K +675 +25%
GRP
38
Global Retirement Partners
California
$118K +$118K +2,813 +17,581%
SPIA
39
Steward Partners Investment Advisory
New York
$113K
NA
40
NewEdge Advisors
Louisiana
$101K -$376 -9 -0.4%
William Blair & Company
41
William Blair & Company
Illinois
$99.5K
MA
42
MCF Advisors
Kentucky
$95.3K
MIA
43
Milestone Investment Advisors
Wisconsin
$90.7K
CTWM
44
Cherry Tree Wealth Management
Minnesota
$88.8K
AIA
45
Armor Investment Advisors
North Carolina
$76.2K +$1.46K +35 +2%
PS
46
Principal Securities
Iowa
$66.9K -$11.2K -269 -14%
Osaic Holdings
47
Osaic Holdings
Arizona
$65.6K +$9.53K +228 +17%
VAMG
48
Voisard Asset Management Group
Michigan
$52.9K +$920 +22 +2%
Bank of America
49
Bank of America
North Carolina
$48.5K -$5.94K -142 -11%
ST
50
Smithfield Trust
Pennsylvania
$44K