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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$18K 451 +14 +3%
S
302
SignatureFD
Georgia
$17K 417 – –
LFG
303
Larson Financial Group
Missouri
$17K 412 +79 +24%
LFG
304
Leverty Financial Group
Wisconsin
$16K 419 +419 New
MP
305
McDonald Partners
Ohio
$14.6K 361 +361 New
ACM
306
Absolute Capital Management
Pennsylvania
$14.6K 361 +361 New
GFPC
307
Global Financial Private Client
Florida
$11.5K 285 – –
EIP
308
Ellis Investment Partners
Pennsylvania
$11K 276 +1 +0.4%
KFI
309
Key Financial Inc
Pennsylvania
$9K 221 – –
CFFP
310
Center for Financial Planning
Michigan
$9K 218 +100 +85%
KFS
311
Kelly Financial Services
Massachusetts
$8.73K 217 -1 -0.5%
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$8K 201 – –
IWP
313
IAG Wealth Partners
Wisconsin
$7K 185 – –
BWL
314
Bogart Wealth LLC
Virginia
$6K 160 – –
FRA
315
Front Row Advisors
California
$6K 140 – –
POIA
316
Pin Oak Investment Advisors
Texas
$4K 88 +38 +76%
CWA
317
Clearview Wealth Advisors
Oregon
$4K 107 +57 +114%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$3K 70 +70 New
NFSG
319
Newbridge Financial Services Group
Florida
$2K 50 – –
CB
320
Community Bank
New York
$1K 25 – –
MHR
321
Matthew Hamilton Rosenberg
$1K 28 +8 +40%
CA
322
Cornerstone Advisory
Maryland
$1K 30 +30 New
LA
323
LVW Advisors
New York
– – -11,577 Closed
PPW
324
Parcion Private Wealth
Washington
– – -8,428 Closed
CRWM
325
Castle Rock Wealth Management
California
– – -8,297 Closed
10 11 12
13
14