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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
LGWM
3
Litman Gregory Wealth Management
California
$5.39M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.81M
5
EWA
5
EP Wealth Advisors
California
$5.42M

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 %
TC
276
Trust Company
Kansas
$213K 5,991 +7 +0.1%
PP
277
PDS Planning
Ohio
$212K 5,964 -59 -1%
IFAM
278
Institutional & Family Asset Management
Colorado
$209K 5,884 -2,376 -29%
V
279
Veritable
Delaware
$204K 5,750 +5,750 New
AWA
280
Aaron Wealth Advisors
Illinois
$203K 5,715 +5,715 New
CC
281
Copperleaf Capital
North Carolina
$202K 5,694 +5,694 New
DC
282
Davenport & Co
Virginia
$200K 5,631 +5,631 New
ACA
283
Aptus Capital Advisors
Alabama
$189K 5,314 -963 -15%
UB
284
UMB Bank
Missouri
$173K 4,860 -6,872 -59%
VWM
285
Venturi Wealth Management
Texas
$167K 4,707 – –
AF
286
Allworth Financial
California
$149K 4,188 -1,573 -27%
TIM
287
Tortoise Investment Management
New York
$147K 4,140 +600 +17%
CA
288
Clearstead Advisors
Ohio
$135K 3,813 – –
MFA
289
McClarren Financial Advisors
Pennsylvania
$126K 3,556 -7,602 -68%
PC
290
Pecaut & Co
Iowa
$115K 3,237 +3,237 New
CWA
291
Carolina Wealth Advisors
South Carolina
$113K 3,178 – –
FCA
292
FinTrust Capital Advisors
South Carolina
$107K 3,240 – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$104K 2,920 +187 +7%
PCMC
294
Private Capital Management (Colorado)
Colorado
$103K 2,912 -200 -6%
SWM
295
Sugarloaf Wealth Management
Georgia
$98.8K 2,781 – –
OA
296
Operose Advisors
Wisconsin
$98.7K 2,779 +8 +0.3%
CFD
297
Creative Financial Designs
Indiana
$97.6K 2,749 -1,608 -37%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$96.9K 2,729 -290 -10%
CCA
299
Column Capital Advisors
Indiana
$96.4K 2,712 +8 +0.3%
FA
300
Fiduciary Alliance
South Carolina
$82.1K 2,312 +2,312 New
10 11
12
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