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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 %
TWA
376
TCI Wealth Advisors
Arizona
– – -3,533 Closed
AAS
377
Ameritas Advisory Services
Nebraska
– – -1,961 Closed
BAAM
378
Baker Avenue Asset Management
California
– – -1,800 Closed
SWA
379
SOA Wealth Advisors
New York
– – -998 Closed
GFWA
380
Grey Fox Wealth Advisors
Delaware
– – -309 Closed
KFI
381
Key Financial Inc
Pennsylvania
– – -221 Closed
BWM
382
BerganKDV Wealth Management
Minnesota
– – -128 Closed
BA
383
Bristlecone Advisors
Washington
– – -82 Closed
12 13 14 15
16