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iShares ESG Screened S&P Small-Cap ETF

63 hedge funds and large institutions have $25.7M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
1
Bailard
California
$2.28M +$401K +9,590 +21%
Franklin Resources
2
Franklin Resources
California
$2.21M
MWM
3
Merriman Wealth Management
Washington
$2.16M +$630K +15,064 +41%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$1.62M +$35.1K +839 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.4M -$38K -909 -3%
BMD
6
Better Money Decisions
New Mexico
$1.19M +$9.12K +218 +0.8%
LPL Financial
7
LPL Financial
California
$1.11M +$166K +3,961 +17%
JFA
8
JNBA Financial Advisors
Minnesota
$955K +$78.4K +1,874 +9%
APW
9
Atlantic Private Wealth
North Carolina
$715K +$45.9K +1,098 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$690K -$44.2K -1,058 -6%
BFO
11
Biltmore Family Office
North Carolina
$666K
Mariner
12
Mariner
Kansas
$589K +$589K +14,081 New
HCM
13
Howland Capital Management
Massachusetts
$569K +$569K +13,600 New
MML Investors Services
14
MML Investors Services
Massachusetts
$552K +$21.9K +525 +4%
MFG
15
Magnus Financial Group
New York
$528K +$118K +2,820 +29%
DADC
16
D.A. Davidson & Co
Montana
$520K +$42.4K +1,015 +9%
RJA
17
Raymond James & Associates
Florida
$478K +$418 +10 +0.1%
Goldman Sachs
18
Goldman Sachs
New York
$476K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$444K +$19.7K +472 +5%
RCS
20
Retirement Capital Strategies
California
$440K +$440K +10,533 New
ADL
21
Asset Dedication LLC
California
$438K +$460 +11 +0.1%
GAM
22
Gould Asset Management
California
$355K -$5.02K -120 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$334K -$7.64K -183 -2%
PFA
24
Pathway Financial Advisors
Vermont
$314K +$314K +7,511 New
EFM
25
Eley Financial Management
Vermont
$307K +$50.5K +1,207 +20%