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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
326
Northwest Capital Management
Oregon
$16.5K 490 – –
OLVIG
327
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K 428 -453 -51%
GWM
328
Geneos Wealth Management
Colorado
$14.1K 419 – –
MFT
329
Moisand Fitzgerald Tamayo
Florida
$12.2K 362 +362 New
AIC
330
Archer Investment Corporation
Indiana
$12.1K 361 – –
EWP
331
Elevation Wealth Partners
California
$12.1K 360 – –
PWMG
332
Provence Wealth Management Group
California
$11.6K 345 +345 New
FIA
333
FNY Investment Advisers
New York
$10K 300 +300 New
BWP
334
Baldwin Wealth Partners
Massachusetts
$9.59K 285 – –
CTWM
335
Cherry Tree Wealth Management
Minnesota
$8.35K 248 – –
OP
336
ORG Partners
Indiana
$7.84K 233 -338 -59%
FSWA
337
Financial Synergies Wealth Advisors
Texas
$7.64K 227 +13 +6%
CFFP
338
Center for Financial Planning
Michigan
$7.34K 218 – –
GFPC
339
Global Financial Private Client
Florida
$6.9K 208 – –
IWP
340
IAG Wealth Partners
Wisconsin
$6.23K 185 – –
FWM
341
Focused Wealth Management
New York
$4.31K 128 – –
KFS
342
Kelly Financial Services
Massachusetts
$4.26K 127 -78 -38%
CB
343
Centennial Bank
Arkansas
$3.37K 100 – –
CSWG
344
Cardinal Strategic Wealth Guidance
Kentucky
$3.3K 98 – –
APC
345
Aspire Private Capital
North Carolina
$3.23K 96 -103 -52%
PA
346
PSI Advisors
Florida
$3.03K 90 +90 New
CPG
347
Cornerstone Planning Group
New Jersey
$2.46K 73 -72 -50%
BC
348
Barrett & Company
Rhode Island
$2.36K 70 – –
CA
349
Centerpoint Advisors
Massachusetts
$2K 60 +8 +15%
CB
350
Community Bank
New York
$1.18K 35 – –
12 13
14
15 16