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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
251
Hills Bank & Trust
Iowa
$253K 7,518 – –
AFAS
252
Acorn Financial Advisory Services
Virginia
$245K 7,294 – –
OIA
253
OneDigital Investment Advisors
Kansas
$245K 7,274 -3,316 -31%
PA
254
Pinnacle Associates
New York
$243K 7,212 – –
AWM
255
AE Wealth Management
Kansas
$243K 7,209 -5,593 -44%
TFO
256
Tarbox Family Office
California
$237K 7,039 -4,628 -40%
WFA
257
Wells Financial Advisors
Massachusetts
$235K 6,995 – –
EGWAG
258
Elwood & Goetz Wealth Advisory Group
Georgia
$234K 6,967 -146 -2%
AF
259
Advisornet Financial
Minnesota
$234K 6,957 -1,259 -15%
VAF
260
Values Added Financial
District of Columbia
$231K 6,872 – –
LNC
261
Lincoln National Corp
Pennsylvania
$227K 6,733 +6,733 New
SCM
262
Stordahl Capital Management
Colorado
$225K 6,696 – –
CFA
263
CWS Financial Advisors
Michigan
$225K 6,685 – –
WIA
264
World Investment Advisors
California
$225K 6,655 -3,966 -37%
OBWG
265
Onyx Bridge Wealth Group
New York
$224K 6,669 +6,669 New
AP
266
Appleton Partners
Massachusetts
$224K 6,663 – –
AWM
267
Apollon Wealth Management
South Carolina
$221K 6,579 +183 +3%
SP
268
SWS Partners
Ohio
$219K 6,507 +100 +2%
WA
269
Wealth Alliance
New York
$212K 6,310 -6,748 -52%
OGF
270
Orin Green Financial
California
$211K 4,945 +4,945 New
FWP
271
Falcon Wealth Planning
California
$210K 6,247 +6,247 New
BFA
272
BBJS Financial Advisors
Washington
$206K 6,127 – –
MBFW
273
Morton Brown Family Wealth
Pennsylvania
$206K 6,121 – –
CA
274
Cetera Advisors
Colorado
$206K 6,109 -5,190 -46%
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$205K 6,085 – –
9 10
11
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