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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
276
McKinley Carter Wealth Services
West Virginia
$211K 6,432 -302 -4%
PCMC
277
Private Capital Management (Colorado)
Colorado
$211K 6,424 -595 -8%
TC
278
Trust Company
Kansas
$211K 6,411 +324 +5%
CW
279
CreativeOne Wealth
Kansas
$206K 6,272 -713 -10%
BFA
280
BBJS Financial Advisors
Washington
$203K 6,186 +6,186 New
REMPR
281
Roof Eidam Maycock Peralta (REMP)
California
$203K 6,175 +6,175 New
BMWM
282
Brown Miller Wealth Management
Virginia
$202K 6,145 +6,145 New
BFP
283
Brewster Financial Planning
New York
$202K 6,135 +6,135 New
CF
284
Corrigan Financial
Rhode Island
$201K 6,127 +6,127 New
BAM
285
Belpointe Asset Management
Nevada
$201K 6,098 -145 -2%
PWMAG
286
Pinnacle Wealth Management Advisory Group
New Jersey
$200K 6,085 +6,085 New
CFGS
287
Concourse Financial Group Securities
Alabama
$190K 5,787 +1,445 +33%
PA
288
Parallel Advisors
California
$164K 4,998 -1,001 -17%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$156K 4,764 +20 +0.4%
CFD
290
Creative Financial Designs
Indiana
$152K 4,614 -512 -10%
AF
291
Allworth Financial
California
$149K 4,542 +621 +16%
FCA
292
Fortis Capital Advisors
Kansas
$149K 4,537 +4,537 New
PIMG
293
Patriot Investment Management Group
Tennessee
$149K 4,142 +4,142 New
CS
294
Comerica Securities
Michigan
$145K 4,396 +4,396 New
LPIC
295
LeJeune Puetz Investment Counsel
Michigan
$136K 4,145 – –
CA
296
Clearstead Advisors
Ohio
$125K 3,813 – –
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
$123K 3,735 +3,735 New
TIM
298
Tortoise Investment Management
New York
$116K 3,540 +1,770 +100%
TWA
299
TCI Wealth Advisors
Arizona
$116K 3,533 +3,533 New
LFA
300
LGT Financial Advisors
Texas
$114K 3,455 +3,455 New
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12
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