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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$287K 7,121 +1,225 +21%
AP
227
Appleton Partners
Massachusetts
$286K 7,093 +7,093 New
AssetMark Inc
228
AssetMark Inc
California
$285K 7,077 -20 -0.3%
CA
229
CoreCap Advisors
Michigan
$284K 7,035 +7,035 New
FA
230
Fountainhead AM
New Jersey
$277K 6,861 +277 +4%
CFD
231
Creative Financial Designs
Indiana
$276K 6,839 -914 -12%
PP
232
PDS Planning
Ohio
$270K 6,700 +6,700 New
SCM
233
Stordahl Capital Management
Colorado
$266K 6,596 – –
WANY
234
Wealthspire Advisors (New York)
New York
$266K 6,607 – –
CFA
235
CWS Financial Advisors
Michigan
$266K 6,589 +6,589 New
SIM
236
Seaview Investment Managers
Florida
$261K 6,456 +6,456 New
MYIA
237
Mount Yale Investment Advisors
Colorado
$259K 6,433 +6,433 New
EWA
238
EverSource Wealth Advisors
Alabama
$258K 6,381 +6,381 New
BOPW
239
Brandywine Oak Private Wealth
Pennsylvania
$254K 6,309 +6,309 New
BAM
240
Belpointe Asset Management
Nevada
$253K 6,264 +3,292 +111%
T
241
TrueFG
Texas
$252K 6,251 – –
FCIM
242
Fairview Capital Investment Management
California
$250K 6,225 +50 +0.8%
PA
243
Pinnacle Associates
New York
$249K 6,180 +6,180 New
FFS
244
Founders Financial Securities
Maryland
$248K 6,144 +6,144 New
BFP
245
Brewster Financial Planning
New York
$247K 6,135 +6,135 New
VWM
246
Venturi Wealth Management
Texas
$246K 6,108 +650 +12%
HHGA
247
Halbert Hargrove Global Advisors
California
$244K 6,049 +7 +0.1%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$243K 6,025 – –
HFA
249
High Falls Advisors
New York
$242K 6,011 +6,011 New
BWFA
250
Baltimore-Washington Financial Advisors
Maryland
$242K 6,018 +6,018 New
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10
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