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iShares ESG Screened S&P Small-Cap ETF

53 hedge funds and large institutions have $21.3M 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
Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$1.95M +$618K +15,790 +46%
Franklin Resources
2
Franklin Resources
California
$1.84M +$31.5K +805 +2%
B
3
Bailard
California
$1.53M +$289K +7,368 +23%
MWM
4
Merriman Wealth Management
Washington
$1.46M -$132K -3,381 -8%
BRIA
5
Balanced Rock Investment Advisors
Massachusetts
$1.43M +$594K +15,156 +71%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.41M +$67.8K +1,731 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.14M +$1.14M +29,071 New
BMD
8
Better Money Decisions
New Mexico
$919K -$235 -6 -0%
APP
9
Avantax Planning Partners
Iowa
$687K +$979 +25 +0.1%
JFA
10
JNBA Financial Advisors
Minnesota
$680K +$183K +4,663 +37%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$636K +$636K +16,241 New
APW
12
Atlantic Private Wealth
North Carolina
$625K +$313 +8 +0.1%
BFO
13
Biltmore Family Office
North Carolina
$624K
CA
14
Cetera Advisors
Colorado
$569K -$83.4K -2,130 -13%
Goldman Sachs
15
Goldman Sachs
New York
$470K +$24.4K +622 +5%
DADC
16
D.A. Davidson & Co
Montana
$437K +$47.4K +1,209 +12%
PFA
17
Pathway Financial Advisors
Vermont
$386K +$386K +9,848 New
LPL Financial
18
LPL Financial
California
$370K -$274K -6,999 -43%
GAM
19
Gould Asset Management
California
$335K +$54.4K +1,390 +19%
HF
20
HRT Financial
New York
$319K +$319K +8,156 New
MML Investors Services
21
MML Investors Services
Massachusetts
$301K +$301K +7,685 New
HCA
22
Heck Capital Advisors
Wisconsin
$278K -$1.45K -37 -0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$275K -$48.9K -1,248 -15%
ACM
24
Armbruster Capital Management
New York
$274K +$27.4K +700 +11%
VC
25
Veracity Capital
Georgia
$266K