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iShares ESG Screened S&P Small-Cap ETF

38 hedge funds and large institutions have $13.4M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$2.91M +$2M +57,036 +219%
Citadel Advisors
2
Citadel Advisors
Florida
$884K -$171K -4,878 -16%
MWM
3
Merriman Wealth Management
Washington
$771K -$742K -21,197 -49%
RCS
4
Retirement Capital Strategies
California
$764K +$764K +21,814 New
Franklin Resources
5
Franklin Resources
California
$750K
BFO
6
Biltmore Family Office
North Carolina
$656K +$63K +1,800 +11%
APP
7
Avantax Planning Partners
Iowa
$642K
CA
8
Cetera Advisors
Colorado
$572K +$84.6K +2,415 +17%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$564K -$8.96K -256 -2%
APW
10
Atlantic Private Wealth
North Carolina
$558K +$3.82K +109 +0.7%
MBI
11
Montrusco Bolton Investments
Quebec, Canada
$547K +$69.3K +1,978 +15%
BMD
12
Better Money Decisions
New Mexico
$445K +$12.4K +355 +3%
JFA
13
JNBA Financial Advisors
Minnesota
$442K +$17.2K +490 +4%
Goldman Sachs
14
Goldman Sachs
New York
$399K
OL
15
Optas LLC
Texas
$321K -$234K -6,694 -42%
DADC
16
D.A. Davidson & Co
Montana
$303K +$14.1K +402 +5%
MA
17
MONECO Advisors
Connecticut
$294K
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$254K -$55.4K -1,581 -18%
HCA
19
Heck Capital Advisors
Wisconsin
$239K -$1.44K -41 -0.6%
VC
20
Veracity Capital
Georgia
$237K +$12.3K +351 +5%
ACM
21
Armbruster Capital Management
New York
$206K +$206K +5,875 New
AIA
22
Armor Investment Advisors
North Carolina
$104K
MA
23
MCF Advisors
Kentucky
$79.8K
MIA
24
Milestone Investment Advisors
Wisconsin
$76K -$1.75K -50 -2%
AF
25
Advisornet Financial
Minnesota
$74.8K +$24.9K +711 +50%