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

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Aaron Wealth Advisors
Illinois
$11.6M
2
Goldman Sachs
Goldman Sachs
New York
$78M
3
HIF
Hill Island Financial
Michigan
$4.93M
4
Northern Trust
Northern Trust
Illinois
$62.7M
5
FFN
Focus Financial Network
Minnesota
$4.74M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$11.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
HGWM
Harvest Group Wealth Management
Massachusetts
$3.32M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.2M
5
RFC
Regions Financial Corp
Alabama
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CoreCap Advisors
Michigan
$297K +$29.6K +780 +11%
VHAM
227
Van Hulzen Asset Management
California
$292K -$132K -3,466 -31%
WWG
228
West Wealth Group
California
$289K +$289K +7,597 New
TC
229
Trust Company
Kansas
$287K +$287K +7,557 New
CFD
230
Creative Financial Designs
Indiana
$283K +$22.7K +597 +9%
FA
231
Flagstar Advisors
New York
$281K +$281K +7,403 New
AP
232
Appleton Partners
Massachusetts
$280K +$10.6K +280 +4%
DAS
233
Dynamic Advisor Solutions
Arizona
$279K -$25.6K -673 -8%
BAM
234
Belpointe Asset Management
Nevada
$268K +$29.7K +780 +12%
WFA
235
Wade Financial Advisory
California
$264K +$264K +6,950 New
HWMG
236
Hurlow Wealth Management Group
Indiana
$262K +$262K +6,897 New
CPIG
237
Chicago Partners Investment Group
Illinois
$261K -$18.9K -573 -7%
TI
238
tru Independence
Oregon
$260K +$55K +1,449 +27%
VWM
239
Venturi Wealth Management
Texas
$257K +$24.8K +651 +11%
Betterment LLC
240
Betterment LLC
New York
$257K +$257K +6,748 New
PP
241
PDS Planning
Ohio
$254K -$380 -10 -0.1%
REMPR
242
Roof Eidam Maycock Peralta (REMP)
California
$254K +$24.7K +650 +11%
SCM
243
Stordahl Capital Management
Colorado
$251K +$380 +10 +0.2%
CFA
244
CWS Financial Advisors
Michigan
$251K +$418 +11 +0.2%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$251K +$11.9K +314 +5%
FCIM
246
Fairview Capital Investment Management
California
$247K +$10.5K +275 +4%
FFS
247
Founders Financial Securities
Maryland
$240K +$5.83K +153 +2%
CGL
248
Clarius Group LLC
Washington
$237K – – –
SIM
249
Seaview Investment Managers
Florida
$236K -$9.43K -248 -4%
SWA
250
Stratos Wealth Advisors
Ohio
$234K +$34.2K +902 +17%
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