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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
351
Barrett & Company
Rhode Island
$2.3K 70 – –
PAG
352
Private Advisor Group
New Jersey
$1.29K 39,344 -11,202 -22%
CB
353
Community Bank
New York
$1.15K 35 -25 -42%
MHR
354
Matthew Hamilton Rosenberg
$921 28 – –
PFO
355
Pathstone Family Office
New Jersey
$560 966,208 +966,208 New
FFN
356
Focus Financial Network
Minnesota
– – -134,303 Closed
HPWM
357
Highland Private Wealth Management
Washington
– – -75,900 Closed
CIAS
358
CFS Investment Advisory Services
New Jersey
– – -67,045 Closed
GC
359
Grimes & Company
Massachusetts
– – -19,536 Closed
LNC
360
Lincoln National Corp
Pennsylvania
– – -13,014 Closed
OBWG
361
Onyx Bridge Wealth Group
New York
– – -9,624 Closed
CAG
362
Compass Advisory Group
New York
– – -8,938 Closed
HCA
363
Heck Capital Advisors
Wisconsin
– – -7,701 Closed
RWP
364
RWA Wealth Partners
Massachusetts
– – -7,058 Closed
SA
365
Shilanski & Associates
Alaska
– – -7,019 Closed
KWM
366
Kingsview Wealth Management
Oregon
– – -6,529 Closed
WIM
367
Westside Investment Management
California
– – -2,560 Closed
BWM
368
BerganKDV Wealth Management
Minnesota
– – -1,500 Closed
MA
369
MUFG Americas
New York
– – -893 Closed
ACM
370
Absolute Capital Management
Pennsylvania
– – -798 Closed
OPW
371
Oxler Private Wealth
New York
– – -506 Closed
EIP
372
Ellis Investment Partners
Pennsylvania
– – -392 Closed
LC
373
Lindbrook Capital
California
– – -47 Closed
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