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

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
326
Eagle Bay Advisors
New York
– – -10,558 Closed
AWM
327
Aries Wealth Management
Maine
– – -9,808 Closed
MYIA
328
Mount Yale Investment Advisors
Colorado
– – -9,546 Closed
GWA
329
GGM Wealth Advisors
Maryland
– – -9,250 Closed
FA
330
Flagstar Advisors
New York
– – -7,403 Closed
TI
331
tru Independence
Oregon
– – -6,855 Closed
PP
332
PDS Planning
Ohio
– – -6,690 Closed
REMPR
333
Roof Eidam Maycock Peralta (REMP)
California
– – -6,675 Closed
FFS
334
Founders Financial Securities
Maryland
– – -6,297 Closed
SIM
335
Seaview Investment Managers
Florida
– – -6,208 Closed
SWA
336
Stratos Wealth Advisors
Ohio
– – -6,163 Closed
TCA
337
Transcend Capital Advisors
New Jersey
– – -6,144 Closed
BFP
338
Brewster Financial Planning
New York
– – -6,135 Closed
HHGA
339
Halbert Hargrove Global Advisors
California
– – -5,949 Closed
SEA
340
Stegent Equity Advisors
Texas
– – -5,905 Closed
SHWM
341
Silicon Hills Wealth Management
Texas
– – -5,820 Closed
V
342
Veritable
Delaware
– – -5,750 Closed
MPW
343
Monterey Private Wealth
California
– – -5,686 Closed
KWM
344
Kingsview Wealth Management
Oregon
– – -5,677 Closed
HFA
345
High Falls Advisors
New York
– – -5,622 Closed
RFA
346
RTD Financial Advisors
Pennsylvania
– – -5,598 Closed
MWP
347
Moller Wealth Partners
– – -5,559 Closed
RMCM
348
Reynders McVeigh Capital Management
Massachusetts
– – -5,494 Closed
Members Trust
349
Members Trust
Florida
– – -5,377 Closed
SEIA
350
Signature Estate & Investment Advisors
California
– – -5,283 Closed
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