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iShares ESG Screened S&P Small-Cap ETF

61 hedge funds and large institutions have $23M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
1
Franklin Resources
California
$2.01M +$227K +6,005 +13%
B
2
Bailard
California
$1.7M +$224K +5,914 +15%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$1.43M +$47K +1,242 +3%
MWM
4
Merriman Wealth Management
Washington
$1.38M -$27.3K -721 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.3M -$65K -1,715 -5%
Jane Street
6
Jane Street
New York
$1.21M -$677K -17,877 -36%
BMD
7
Better Money Decisions
New Mexico
$1.07M +$183K +4,825 +21%
Citadel Advisors
8
Citadel Advisors
Florida
$1.02M +$1.02M +27,047 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$946K -$155K -4,100 -14%
LPL Financial
10
LPL Financial
California
$858K +$501K +13,218 +140%
JFA
11
JNBA Financial Advisors
Minnesota
$794K +$136K +3,593 +21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$665K +$50.3K +1,327 +8%
APP
13
Avantax Planning Partners
Iowa
$664K
APW
14
Atlantic Private Wealth
North Carolina
$606K +$2.35K +62 +0.4%
BFO
15
Biltmore Family Office
North Carolina
$603K
MML Investors Services
16
MML Investors Services
Massachusetts
$480K +$189K +4,996 +65%
RJA
17
Raymond James & Associates
Florida
$432K +$211K +5,577 +96%
DADC
18
D.A. Davidson & Co
Montana
$432K +$9.66K +255 +2%
Goldman Sachs
19
Goldman Sachs
New York
$431K -$23.6K -622 -5%
ADL
20
Asset Dedication LLC
California
$397K +$397K +10,472 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$385K +$119K +3,134 +45%
MFG
22
Magnus Financial Group
New York
$371K +$121K +3,198 +48%
GAM
23
Gould Asset Management
California
$326K +$1.89K +50 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$310K +$310K +8,182 New
HCA
25
Heck Capital Advisors
Wisconsin
$278K +$9.09K +240 +3%