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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
LGWM
3
Litman Gregory Wealth Management
California
$5.39M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.81M
5
EWA
5
EP Wealth Advisors
California
$5.42M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
226
Mariner
Kansas
$339K 9,541 +596 +7%
CFGS
227
Concourse Financial Group Securities
Alabama
$337K 9,498 +417 +5%
CAL
228
Capital Analysts LLC
Pennsylvania
$335K 9,438 +22 +0.2%
SWPG
229
Strategic Wealth Partners Group
Illinois
$335K 9,459 +2,422 +34%
NA
230
NewEdge Advisors
Louisiana
$333K 9,370 +1,640 +21%
T
231
TrueFG
Texas
$330K 9,283 +369 +4%
JBA
232
Johnson Bixby & Associates
Washington
$330K 9,279 -66 -0.7%
MYIA
233
Mount Yale Investment Advisors
Colorado
$329K 9,274 +1,194 +15%
ST
234
Spinnaker Trust
Maine
$328K 9,236 -508 -5%
SB
235
Strategic Blueprint
Georgia
$322K 9,066 -665 -7%
GIA
236
Goodwin Investment Advisory
Georgia
$319K 8,991 -1,338 -13%
AFG
237
Affinia Financial Group
Massachusetts
$317K 8,622 -199 -2%
SCA
238
Snowden Capital Advisors
New York
$304K 8,558 -1,384 -14%
CFG
239
Carr Financial Group
Massachusetts
$304K 8,552 – –
1SB
240
1ST Source Bank
Indiana
$303K 8,528 +1,422 +20%
AT
241
American Trust
Kentucky
$303K 8,526 -2,947 -26%
WCF
242
West Coast Financial
California
$303K 8,520 – –
WFA
243
Wade Financial Advisory
California
$296K 8,340 -1,180 -12%
FFA
244
Farther Finance Advisors
California
$295K 8,304 +130 +2%
AF
245
Advisornet Financial
Minnesota
$292K 8,216 +710 +9%
PP
246
PrairieView Partners
Minnesota
$284K 8,003 +523 +7%
PSCM
247
Per Stirling Capital Management
Texas
$281K 7,910 +160 +2%
SFO
248
Stokes Family Office
Louisiana
$279K 7,850 – –
UCFA
249
United Capital Financial Advisors
Texas
$277K 7,791 -1,083 -12%
MCWS
250
McKinley Carter Wealth Services
West Virginia
$273K 7,692 +1,630 +27%
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10
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