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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
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

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 %
HBT
251
Hills Bank & Trust
Iowa
$267K 7,518 +1 +0%
KFSC
252
Keystone Financial Services (Colorado)
Colorado
$261K 7,357 +3 +0%
FA
253
Fountainhead AM
New Jersey
$261K 7,338 -683 -9%
AFAS
254
Acorn Financial Advisory Services
Virginia
$259K 7,294 – –
PA
255
Pinnacle Associates
New York
$256K 7,212 +3 +0%
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$253K 7,113 -576 -7%
SWA
257
Stratos Wealth Advisors
Ohio
$251K 7,067 -139 -2%
WFA
258
Wells Financial Advisors
Massachusetts
$248K 6,995 -1,428 -17%
CW
259
Cook Wealth
North Carolina
$246K 6,715 +6,715 New
VAF
260
Values Added Financial
District of Columbia
$244K 6,872 +6,872 New
SCM
261
Stordahl Capital Management
Colorado
$238K 6,696 +90 +1%
CFA
262
CWS Financial Advisors
Michigan
$237K 6,685 +15 +0.2%
AP
263
Appleton Partners
Massachusetts
$237K 6,663 -30 -0.4%
AP
264
Adero Partners
California
$232K 6,532 -12,221 -65%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$231K 6,511 +6,511 New
SP
266
SWS Partners
Ohio
$228K 6,407 -244 -4%
AWM
267
Apollon Wealth Management
South Carolina
$227K 6,396 +6,396 New
CA
268
CoreCap Advisors
Michigan
$224K 6,318 +6,318 New
Citadel Advisors
269
Citadel Advisors
Florida
$221K 6,210 +6,210 New
REMPR
270
Roof Eidam Maycock Peralta (REMP)
California
$219K 6,175 – –
BFA
271
BBJS Financial Advisors
Washington
$218K 6,127 +20 +0.3%
MBFW
272
Morton Brown Family Wealth
Pennsylvania
$217K 6,121 +9 +0.1%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$216K 6,085 – –
MWP
274
Moller Wealth Partners
$215K 6,052 +6,052 New
FCIM
275
Fairview Capital Investment Management
California
$214K 6,025 – –
9 10
11
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