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iShares ESG Screened S&P Small-Cap ETF

33 hedge funds and large institutions have $10.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
IFP Advisors
Florida
$1.57M +$1.56M +63,161 +9,628%
Franklin Resources
2
Franklin Resources
California
$1.39M
MWM
3
Merriman Wealth Management
Washington
$966K -$1.25M -37,685 -56%
Jane Street
4
Jane Street
New York
$962K -$1.77M -53,331 -65%
PA
5
Parkside Advisors
California
$630K +$630K +18,954 New
APP
6
Avantax Planning Partners
Iowa
$609K
BFO
7
Biltmore Family Office
North Carolina
$562K
CA
8
Cetera Advisors
Colorado
$535K -$42.1K -1,267 -7%
APW
9
Atlantic Private Wealth
North Carolina
$493K +$2.86K +86 +0.6%
BWP
10
BSW Wealth Partners
Colorado
$442K +$442K +13,295 New
JFA
11
JNBA Financial Advisors
Minnesota
$384K +$64.8K +1,950 +20%
Goldman Sachs
12
Goldman Sachs
New York
$378K
BMD
13
Better Money Decisions
New Mexico
$284K +$65.4K +1,970 +30%
DADC
14
D.A. Davidson & Co
Montana
$271K +$271K +8,167 New
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$255K +$255K +7,686 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$242K -$776K -23,391 -76%
MBI
17
Montrusco Bolton Investments
Quebec, Canada
$207K +$207K +6,236 New
HCA
18
Heck Capital Advisors
Wisconsin
$178K +$178K +5,353 New
AIA
19
Armor Investment Advisors
North Carolina
$99.1K +$36.9K +1,111 +59%
MA
20
MCF Advisors
Kentucky
$75.7K +$75.7K +2,280 New
HI
21
Harbour Investments
Wisconsin
$59.8K +$59.8K +1,800 New
UBS Group
22
UBS Group
Switzerland
$57K -$222K -6,685 -80%
AF
23
Advisornet Financial
Minnesota
$53.8K
PC
24
Pecaut & Co
Iowa
$49K
Osaic Holdings
25
Osaic Holdings
Arizona
$40K +$20.7K +629 +107%