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

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
251
Appleton Partners
Massachusetts
$221K 7,193 – –
FA
252
Fountainhead AM
New Jersey
$220K 7,185 -1,603 -18%
RWP
253
RWA Wealth Partners
Massachusetts
$216K 7,058 -62,890 -90%
PCMC
254
Private Capital Management (Colorado)
Colorado
$215K 7,019 -1,728 -20%
HWMA
255
Heritage Wealth Management (Arizona)
Arizona
$215K 7,007 -446 -6%
WWG
256
West Wealth Group
California
$215K 7,010 +7 +0.1%
SA
257
Shilanski & Associates
Alaska
$215K 7,019 +7,019 New
CW
258
CreativeOne Wealth
Kansas
$214K 6,985 -1,470 -17%
MCWS
259
McKinley Carter Wealth Services
West Virginia
$207K 6,734 +166 +3%
FCIM
260
Fairview Capital Investment Management
California
$207K 6,750 +200 +3%
1SB
261
1ST Source Bank
Indiana
$206K 6,725 – –
UCFA
262
United Capital Financial Advisors
Texas
$205K 6,678 +6,678 New
SCM
263
Stordahl Capital Management
Colorado
$203K 6,606 – –
CFA
264
CWS Financial Advisors
Michigan
$203K 6,614 – –
KWM
265
Kingsview Wealth Management
Oregon
$200K 6,529 +6,529 New
BAM
266
Belpointe Asset Management
Nevada
$191K 6,243 -297 -5%
HPC
267
HM Payson & Co
Maine
$189K 6,157 +2,219 +56%
TC
268
Trust Company
Kansas
$187K 6,087 -1,603 -21%
PA
269
Parallel Advisors
California
$184K 5,999 -9,042 -60%
US Bancorp
270
US Bancorp
Minnesota
$175K 5,725 +539 +10%
EWA
271
EverSource Wealth Advisors
Alabama
$159K 5,192 -202 -4%
CFD
272
Creative Financial Designs
Indiana
$157K 5,126 -612 -11%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$145K 4,744 +351 +8%
MBFW
274
Morton Brown Family Wealth
Pennsylvania
$137K 4,468 +8 +0.2%
WFA
275
Wells Financial Advisors
Massachusetts
$136K 4,443 +3,950 +801%
9 10
11
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