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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CPC
226
Consolidated Planning Corp
Georgia
$104K 2,660 +2,660 New
SWM
227
Sugarloaf Wealth Management
Georgia
$95K 2,438 – –
AF
228
Advisornet Financial
Minnesota
$72K 1,847 +1,369 +286%
TIM
229
Tortoise Investment Management
New York
$69K 1,770 +295 +20%
FCM
230
Firestone Capital Management
Florida
$67K 1,665 – –
BWM
231
BerganKDV Wealth Management
Minnesota
$59K 1,500 – –
PAM
232
PFM Asset Management
Pennsylvania
$51K 1,312 -3,472 -73%
CFA
233
Carroll Financial Associates
North Carolina
$51K 1,331 +336 +34%
HPC
234
HM Payson & Co
Maine
$49K 1,267 – –
WFA
235
Wells Financial Advisors
Massachusetts
$40K 1,033 – –
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$37.5K 961 +961 New
TF
237
TimeScale Financial
Massachusetts
$36K 927 +299 +48%
4FG
238
4Thought Financial Group
New York
$27K 695 +34 +5%
CAAS
239
Capital Asset Advisory Services
Michigan
$26K 678 +1 +0.1%
NFG
240
Next Financial Group
Texas
$19K 494 – –
JPMorgan Chase & Co
241
JPMorgan Chase & Co
New York
$18K 466 +466 New
TFS
242
TrustCore Financial Services
Tennessee
$17K 435 – –
GWM
243
Geneos Wealth Management
Colorado
$17K 437 +1 +0.2%
S
244
SignatureFD
Georgia
$16K 417 – –
LFG
245
Larson Financial Group
Missouri
$13K 333 – –
GFPC
246
Global Financial Private Client
Florida
$11.3K 285 +27 +10%
EIP
247
Ellis Investment Partners
Pennsylvania
$10K 275 -57 -17%
KFI
248
Key Financial Inc
Pennsylvania
$9K 221 – –
KFS
249
Kelly Financial Services
Massachusetts
$8.51K 218 -63,567 -100%
IWP
250
IAG Wealth Partners
Wisconsin
$8K 185 -174 -48%
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10
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