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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$3.32M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.2M
5
RFC
5
Regions Financial Corp
Alabama
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
251
Transcend Capital Advisors
New Jersey
$234K +$234K +6,144 New
BFP
252
Brewster Financial Planning
New York
$233K – – –
1SB
253
1ST Source Bank
Indiana
$230K +$30K +788 +15%
HHGA
254
Halbert Hargrove Global Advisors
California
$226K -$3.8K -100 -2%
SEA
255
Stegent Equity Advisors
Texas
$225K +$229 +6 +0.1%
SHWM
256
Silicon Hills Wealth Management
Texas
$221K +$221K +5,820 New
V
257
Veritable
Delaware
$219K – – –
MPW
258
Monterey Private Wealth
California
$219K +$219K +5,686 New
NYLIM
259
New York Life Investment Management
New York
$218K +$218K +5,741 New
EWA
260
EverSource Wealth Advisors
Alabama
$217K -$25.5K -672 -11%
KWM
261
Kingsview Wealth Management
Oregon
$216K +$10.1K +266 +5%
HFA
262
High Falls Advisors
New York
$214K -$14.8K -389 -6%
FCM
263
Fortis Capital Management
Washington
$214K +$214K +5,620 New
RFA
264
RTD Financial Advisors
Pennsylvania
$213K +$213K +5,598 New
Jones Financial Companies
265
Jones Financial Companies
Missouri
$211K +$155K +4,056 +279%
MWP
266
Moller Wealth Partners
$211K +$211K +5,559 New
Morgan Stanley
267
Morgan Stanley
New York
$209K -$690K -18,126 -77%
RMCM
268
Reynders McVeigh Capital Management
Massachusetts
$209K +$495 +13 +0.2%
MCWS
269
McKinley Carter Wealth Services
West Virginia
$209K +$209K +5,502 New
JBA
270
Johnson Bixby & Associates
Washington
$209K +$209K +5,506 New
Members Trust
271
Members Trust
Florida
$205K +$14.4K +377 +8%
SEIA
272
Signature Estate & Investment Advisors
California
$201K +$7.19K +189 +4%
CA
273
Clearstead Advisors
Ohio
$196K +$11K +290 +6%
CFGS
274
Concourse Financial Group Securities
Alabama
$187K +$12K +314 +7%
CAL
275
Capital Analysts LLC
Pennsylvania
$168K +$10.8K +285 +7%
9 10
11
12 13