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iShares ESG Screened S&P Small-Cap ETF

45 hedge funds and large institutions have $16.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
1
Franklin Resources
California
$1.77M +$546K +14,265 +45%
MWM
2
Merriman Wealth Management
Washington
$1.55M +$643K +16,795 +70%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.31M +$675K +17,636 +106%
Jane Street
4
Jane Street
New York
$1.3M -$464K -12,122 -26%
B
5
Bailard
California
$1.21M +$1.21M +31,705 New
MBI
6
Montrusco Bolton Investments
Quebec, Canada
$911K +$214K +5,581 +31%
BMD
7
Better Money Decisions
New Mexico
$898K +$314K +8,200 +54%
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$821K +$821K +21,464 New
APP
9
Avantax Planning Partners
Iowa
$670K -$31.2K -815 -4%
CA
10
Cetera Advisors
Colorado
$637K +$15.1K +394 +2%
LPL Financial
11
LPL Financial
California
$629K +$396K +10,356 +170%
APW
12
Atlantic Private Wealth
North Carolina
$610K
BFO
13
Biltmore Family Office
North Carolina
$609K -$107K -2,796 -15%
JFA
14
JNBA Financial Advisors
Minnesota
$486K +$9.6K +251 +2%
Goldman Sachs
15
Goldman Sachs
New York
$435K
DADC
16
D.A. Davidson & Co
Montana
$381K +$13.4K +349 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$316K +$316K +8,272 New
OL
18
Optas LLC
Texas
$293K -$225K -5,874 -43%
GAM
19
Gould Asset Management
California
$274K +$274K +7,165 New
HCA
20
Heck Capital Advisors
Wisconsin
$273K -$5.55K -145 -2%
VC
21
Veracity Capital
Georgia
$260K +$230 +6 +0.1%
ACM
22
Armbruster Capital Management
New York
$240K +$240K +6,285 New
AIA
23
Armor Investment Advisors
North Carolina
$117K +$10.8K +281 +10%
William Blair & Company
24
William Blair & Company
Illinois
$98.7K +$46.6K +1,219 +90%
MA
25
MCF Advisors
Kentucky
$87.2K