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

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$78M
3
HIF
3
Hill Island Financial
Michigan
$4.93M
4
Northern Trust
4
Northern Trust
Illinois
$62.7M
5
FFN
5
Focus Financial Network
Minnesota
$4.74M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$3.32M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.2M
5
RFC
5
Regions Financial Corp
Alabama
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
326
IAG Wealth Partners
Wisconsin
$7K – – –
BWL
327
Bogart Wealth LLC
Virginia
$6K – – –
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$5.17K -$27.6K -725 -84%
POIA
329
Pin Oak Investment Advisors
Texas
$3K – – –
CB
330
Community Bank
New York
$1K – – –
MHR
331
Matthew Hamilton Rosenberg
$1K – – –
CIAS
332
CFS Investment Advisory Services
New Jersey
$1K +$1K +44,279 New
Citadel Advisors
333
Citadel Advisors
Florida
– -$5.4M -133,825 Closed
CCG
334
Capital CS Group
California
– -$951K -23,592 Closed
SFS
335
Sowell Financial Services
Arkansas
– -$864K -21,423 Closed
FHA
336
First Horizon Advisors
Tennessee
– -$618K -15,342 Closed
FPF
337
First Pacific Financial
Washington
– -$538K -13,347 Closed
D
338
Dentgroup
Louisiana
– -$538K -13,337 Closed
PSUF
339
People's United Financial
Connecticut
– -$513K -12,725 Closed
NA
340
NewEdge Advisors
Louisiana
– -$345K -8,562 Closed
TA
341
Trellis Advisors
Washington
– -$343K -8,516 Closed
FAAM
342
First Ascent Asset Management
Colorado
– -$340K -8,435 Closed
WANY
343
Wealthspire Advisors (New York)
New York
– -$266K -6,607 Closed
BWFA
344
Baltimore-Washington Financial Advisors
Maryland
– -$242K -6,018 Closed
SWM
345
Stockman Wealth Management
Montana
– -$229K -5,682 Closed
WS
346
Wedbush Securities
California
– -$213K -5,273 Closed
AFA
347
Arlington Financial Advisors
California
– -$209K -5,195 Closed
SPAS
348
Spectrum Planning & Advisory Services
California
– -$209K -5,190 Closed
TIA
349
Traphagen Investment Advisors
New Jersey
– -$206K -5,114 Closed
SFM
350
Signet Financial Management
New Jersey
– -$48K -1,200 Closed
11 12 13
14
15