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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.3M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$66.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.4M
4
MIS
4
Morningstar Investment Services
Illinois
$8.38M
5
Wells Fargo
5
Wells Fargo
California
$13.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$275K 7,234 -14,594 -67%
TFO
252
Tarbox Family Office
California
$269K 7,070 +31 +0.4%
EGWAG
253
Elwood & Goetz Wealth Advisory Group
Georgia
$268K 7,054 +87 +1%
WFA
254
Wells Financial Advisors
Massachusetts
$266K 6,995 – –
AP
255
Appleton Partners
Massachusetts
$258K 6,783 +120 +2%
CFA
256
CWS Financial Advisors
Michigan
$255K 6,720 +35 +0.5%
SCM
257
Stordahl Capital Management
Colorado
$255K 6,696 – –
SP
258
SWS Partners
Ohio
$254K 6,676 +169 +3%
BFA
259
BBJS Financial Advisors
Washington
$254K 6,675 +548 +9%
RFA
260
RTD Financial Advisors
Pennsylvania
$245K 6,436 +6,436 New
PP
261
PDS Planning
Ohio
$243K 6,391 +427 +7%
FHA
262
First Horizon Advisors
Tennessee
$240K 6,323 -2,734 -30%
FWP
263
Falcon Wealth Planning
California
$239K 6,299 +52 +0.8%
OGF
264
Orin Green Financial
California
$238K 6,274 +1,329 +27%
PWMAG
265
Pinnacle Wealth Management Advisory Group
New Jersey
$236K 6,222 +137 +2%
FFS
266
Founders Financial Securities
Maryland
$235K 6,194 +6,194 New
MWP
267
Moller Wealth Partners
$234K 6,169 +165 +3%
MBFW
268
Morton Brown Family Wealth
Pennsylvania
$233K 6,133 +12 +0.2%
EH
269
Equitable Holdings
New York
$233K 6,119 +6,119 New
FCIM
270
Fairview Capital Investment Management
California
$231K 6,075 +50 +0.8%
FFA
271
Farther Finance Advisors
California
$230K 6,052 +127 +2%
TC
272
Trust Company
Kansas
$227K 5,972 +294 +5%
PWM
273
Perigon Wealth Management
California
$225K 5,908 -16,456 -74%
PFM
274
Peak Financial Management
Massachusetts
$222K 5,849 +5,849 New
SRWM
275
Shira Ridge Wealth Management
California
$218K 5,748 +5,748 New
9 10
11
12 13