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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
CSWG
351
Cardinal Strategic Wealth Guidance
Kentucky
$3.48K 98 – –
BC
352
Barrett & Company
Rhode Island
$2.49K 70 – –
CA
353
Centerpoint Advisors
Massachusetts
$2K 52 +34 +189%
CB
354
Community Bank
New York
$1.24K 35 – –
RWM
355
Ruedi Wealth Management
Illinois
$697 20 – –
RDFA
356
Ritter Daniher Financial Advisory
Ohio
$427 12 +12 New
MHR
357
Matthew Hamilton Rosenberg
$284 8 -20 -71%
FGAM
358
Financial Gravity Asset Management
Texas
$167 4,714 +36 +0.8%
GWS
359
Glassman Wealth Services
Virginia
$36 1 +1 New
I
360
IMPACTfolio
Colorado
– – -63,821 Closed
HWA
361
Hilltop Wealth Advisors
North Carolina
– – -24,617 Closed
MOS
362
MGO One Seven
Ohio
– – -21,564 Closed
EPP
363
ETF Portfolio Partners
Kansas
– – -16,530 Closed
NFP
364
NorthLanding Financial Partners
New York
– – -13,130 Closed
MM
365
Main Management
California
– – -13,063 Closed
OBWG
366
Onyx Bridge Wealth Group
New York
– – -11,315 Closed
Natixis Advisors
367
Natixis Advisors
Massachusetts
– – -10,275 Closed
HPM
368
Hoxton Planning & Management
West Virginia
– – -8,454 Closed
CS
369
Credit Suisse
Switzerland
– – -8,067 Closed
BWFA
370
Baltimore-Washington Financial Advisors
Maryland
– – -7,216 Closed
AG
371
Ascent Group
Virginia
– – -6,859 Closed
NYLIM
372
New York Life Investment Management
New York
– – -6,520 Closed
DC
373
DeDora Capital
California
– – -6,421 Closed
BAM
374
Belpointe Asset Management
Nevada
– – -6,048 Closed
FCA
375
Fortis Capital Advisors
Kansas
– – -4,537 Closed
12 13 14
15
16