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iShares ESG Screened S&P Small-Cap ETF

73 hedge funds and large institutions have $29.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
1
Bailard
California
$2.45M +$208K +5,062 +9%
Franklin Resources
2
Franklin Resources
California
$2.45M +$268K +6,525 +12%
MWM
3
Merriman Wealth Management
Washington
$2.05M -$67.8K -1,648 -3%
LPL Financial
4
LPL Financial
California
$1.36M +$265K +6,453 +24%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.36M -$17.2K -417 -1%
BFO
6
Biltmore Family Office
North Carolina
$1.32M +$661K +16,069 +101%
BMD
7
Better Money Decisions
New Mexico
$1.19M +$18.1K +440 +2%
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$1.12M -$475K -11,552 -30%
KFGK
9
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$1.1M +9,504 New
JFA
10
JNBA Financial Advisors
Minnesota
$1.04M +$97K +2,358 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$777K +$97.7K +2,375 +14%
APW
12
Atlantic Private Wealth
North Carolina
$662K -$41.5K -1,008 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$647K +$647K +15,737 New
MFG
14
Magnus Financial Group
New York
$609K +$90.4K +2,197 +17%
Mariner
15
Mariner
Kansas
$579K
HCM
16
Howland Capital Management
Massachusetts
$559K
WCF
17
West Coast Financial
California
$536K +$536K +13,037 New
AIM
18
Archer Investment Management
Texas
$516K +$516K +12,539 New
DADC
19
D.A. Davidson & Co
Montana
$507K -$4.32K -105 -0.8%
PFA
20
Pathway Financial Advisors
Vermont
$477K +$168K +4,091 +54%
Goldman Sachs
21
Goldman Sachs
New York
$468K
HL
22
HeadInvest LLC
Maine
$453K +$453K +11,010 New
MML Investors Services
23
MML Investors Services
Massachusetts
$444K -$98.8K -2,403 -18%
ADL
24
Asset Dedication LLC
California
$431K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$395K -$42.2K -1,025 -10%