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iShares ESG Screened S&P Small-Cap ETF

73 hedge funds and large institutions have $29.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
51
Milestone Investment Advisors
Wisconsin
$89.3K
CTWM
52
Cherry Tree Wealth Management
Minnesota
$87.4K
AIA
53
Armor Investment Advisors
North Carolina
$79.1K +$4.11K +100 +5%
PS
54
Principal Securities
Iowa
$65.8K
PWA
55
Physician Wealth Advisors
Utah
$39K +$39K +947 New
ST
56
Smithfield Trust
Pennsylvania
$36K -$7.43K -179 -17%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$25.1K +$25.1K +611 New
KFI
58
Key Financial Inc
Pennsylvania
$25.1K +$25.1K +610 New
HI
59
Harbour Investments
Wisconsin
$24.8K
AA
60
Addison Advisors
Vermont
$24.7K
BTI
61
Blue Trust Inc
Georgia
$24.5K
GIA
62
GHP Investment Advisors
Colorado
$22.4K +$247 +6 +1%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$20K +$206 +5 +1%
HDIM
64
Hanson & Doremus Investment Management
Vermont
$19K
WFA
65
Wells Financial Advisors
Massachusetts
$16.5K
CWM
66
Compass Wealth Management
Connecticut
$12.3K
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$6K
WT
68
Whittier Trust
California
$5.92K +$5.92K +144 New
VHAM
69
Van Hulzen Asset Management
California
$5.22K +$5.22K +127 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$4K
SWM
71
Spire Wealth Management
Virginia
$1.6K
C
72
Covestor
United Kingdom
$1K -$167 -4 -14%
Morgan Stanley
73
Morgan Stanley
New York
$70 +$70 +1 New
RCS
74
Retirement Capital Strategies
California
-$440K -10,533 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$291K -6,964 Closed