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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
FGAM
1
Financial Gravity Asset Management
Texas
$5.34M
2
EWA
2
EP Wealth Advisors
California
$5.28M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.66M
4
Franklin Resources
4
Franklin Resources
California
$4.75M
5
I
5
IMPACTfolio
Colorado
$2.19M

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 %
RCM
351
Raleigh Capital Management
North Carolina
$1.11K 33 +33 New
DJSG
352
D.J. St. Germain
Massachusetts
$673 20 +20 New
BWS
353
Buck Wealth Strategies
Colorado
$606 18 +18 New
RWM
354
Ruedi Wealth Management
Illinois
$316 9 -11 -55%
MHR
355
Matthew Hamilton Rosenberg
$269 8 – –
GWS
356
Glassman Wealth Services
Virginia
$34 1 – –
TAIM
357
TD Ameritrade Investment Management
Nebraska
– – -71,268 Closed
SFS
358
Sowell Financial Services
Arkansas
– – -12,819 Closed
BF
359
Brooklyn FI
New York
– – -11,327 Closed
RIA
360
Regal Investment Advisors
Michigan
– – -10,847 Closed
MYIA
361
Mount Yale Investment Advisors
Colorado
– – -9,274 Closed
SB
362
Strategic Blueprint
Georgia
– – -9,066 Closed
SCA
363
Snowden Capital Advisors
New York
– – -8,558 Closed
KFSC
364
Keystone Financial Services (Colorado)
Colorado
– – -7,357 Closed
SWA
365
Stratos Wealth Advisors
Ohio
– – -7,067 Closed
AP
366
Adero Partners
California
– – -6,532 Closed
BTWM
367
Baker Tilly Wealth Management
Wisconsin
– – -6,511 Closed
CA
368
CoreCap Advisors
Michigan
– – -6,318 Closed
Citadel Advisors
369
Citadel Advisors
Florida
– – -6,210 Closed
V
370
Veritable
Delaware
– – -5,750 Closed
AWA
371
Aaron Wealth Advisors
Illinois
– – -5,715 Closed
CC
372
Copperleaf Capital
North Carolina
– – -5,694 Closed
DC
373
Davenport & Co
Virginia
– – -5,631 Closed
FA
374
Fiduciary Alliance
South Carolina
– – -2,312 Closed
CFO
375
CVA Family Office
Colorado
– – -496 Closed
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15
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