iShares ESG Screened S&P Small-Cap ETF
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54 hedge funds and large institutions have $21.7M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.82% more ownership
Funds ownership: 27.38% → 29.21% (+1.8%)
Holders
54
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.14M | |
| 2 | +$636K | |
| 3 | +$618K | |
| 4 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
+$594K |
| 5 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
+$386K |
Top Sellers
| 1 | -$911K | |
| 2 | -$274K | |
| 3 | -$132K | |
| 4 |
OL
Optas LLC
Austin,
Texas
|
-$84.3K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$83.4K |