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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 %
BRWA
251
B. Riley Wealth Advisors
Florida
$241K 5,967 +5,967 New
SEA
252
Stegent Equity Advisors
Texas
$238K 5,899 +5,899 New
CGL
253
Clarius Group LLC
Washington
$237K 5,881 +5,881 New
V
254
Veritable
Delaware
$232K 5,750 – –
SWM
255
Stockman Wealth Management
Montana
$229K 5,682 +5,682 New
PWMAG
256
Pinnacle Wealth Management Advisory Group
New Jersey
$222K 5,515 +5,515 New
RMCM
257
Reynders McVeigh Capital Management
Massachusetts
$221K 5,481 +5,481 New
TI
258
tru Independence
Oregon
$218K 5,406 – –
KWM
259
Kingsview Wealth Management
Oregon
$218K 5,411 +5,411 New
WS
260
Wedbush Securities
California
$213K 5,273 +5,273 New
1SB
261
1ST Source Bank
Indiana
$212K 5,254 – –
SWA
262
Stratos Wealth Advisors
Ohio
$212K 5,261 +5,261 New
SPAS
263
Spectrum Planning & Advisory Services
California
$209K 5,190 +5,190 New
AFA
264
Arlington Financial Advisors
California
$209K 5,195 +5,195 New
TIA
265
Traphagen Investment Advisors
New Jersey
$206K 5,114 -126 -2%
SEIA
266
Signature Estate & Investment Advisors
California
$205K 5,094 +5,094 New
Members Trust
267
Members Trust
Florida
$202K 5,000 +5,000 New
CA
268
Clearstead Advisors
Ohio
$197K 4,875 +4,875 New
CFGS
269
Concourse Financial Group Securities
Alabama
$185K 4,591 +1,250 +37%
MBFW
270
Morton Brown Family Wealth
Pennsylvania
$177K 4,381 +4,381 New
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$176K 4,369 +1,454 +50%
PP
272
PrairieView Partners
Minnesota
$168K 4,174 +1,067 +34%
LPIC
273
LeJeune Puetz Investment Counsel
Michigan
$167K 4,145 – –
CAL
274
Capital Analysts LLC
Pennsylvania
$167K 4,135 +84 +2%
CWA
275
Carolina Wealth Advisors
South Carolina
$164K 4,075 +384 +10%
9 10
11
12 13