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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
226
Opal Wealth Advisors
New York
$332K 10,096 +5 +0%
CAL
227
Capital Analysts LLC
Pennsylvania
$329K 10,020 +1,852 +23%
BAM
228
Baldrige Asset Management
Pennsylvania
$323K 9,835 +250 +3%
EWA
229
ERTS Wealth Advisors
Michigan
$322K 9,798 +388 +4%
AF
230
Advisornet Financial
Minnesota
$319K 9,687 +1,292 +15%
KFSC
231
Keystone Financial Services (Colorado)
Colorado
$312K 8,583 -2,268 -21%
BBA
232
BLB&B Advisors
Pennsylvania
$308K 9,362 -49 -0.5%
T
233
TrueFG
Texas
$299K 9,082 +97 +1%
JBA
234
Johnson Bixby & Associates
Washington
$297K 9,039 +781 +9%
WFA
235
Wade Financial Advisory
California
$292K 8,890 -540 -6%
WIA
236
World Investment Advisors
California
$289K 8,793 +556 +7%
B
237
Bridgeworth
Alabama
$287K 8,720 +181 +2%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$283K 8,617 -45,632 -84%
CFG
239
Carr Financial Group
Massachusetts
$281K 8,552 +8,552 New
UCFA
240
United Capital Financial Advisors
Texas
$280K 8,517 +1,839 +28%
AFG
241
Affinia Financial Group
Massachusetts
$279K 8,159 +8,159 New
IFAM
242
Institutional & Family Asset Management
Colorado
$276K 8,408 +8 +0.1%
BOPW
243
Brandywine Oak Private Wealth
Pennsylvania
$273K 8,300 +304 +4%
DI
244
DFPG Investments
Utah
$270K 7,804 +7,804 New
AG
245
Ascent Group
Virginia
$268K 8,153 – –
WFA
246
Wells Financial Advisors
Massachusetts
$267K 8,123 +3,680 +83%
CS
247
Credit Suisse
Switzerland
$265K 8,067 – –
OWM
248
Orgel Wealth Management
Wisconsin
$261K 7,944 -5,529 -41%
SFO
249
Stokes Family Office
Louisiana
$258K 7,850 – –
CFA
250
CWS Financial Advisors
Michigan
$258K 6,689 +75 +1%
8 9
10
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