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

55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.29M
2
UBS Group
2
UBS Group
Switzerland
$1.07M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$900K
4
SB
4
Suntrust Banks
Georgia
$817K
5
SFS
5
Sowell Financial Services
Arkansas
$578K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.13M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$209K
3
RCS
3
Retirement Capital Strategies
California
$375K
4
MWM
4
Mascoma Wealth Management
New Hampshire
$0
5
MMA
5
Miracle Mile Advisors
California
$311K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$330K 12,344 -125 -1%
MMA
27
Miracle Mile Advisors
California
$311K 11,660 -1,300 -10%
WT
28
Whittier Trust
California
$307K 11,500 – –
PCA
29
Personal Capital Advisors
California
$301K 11,290 +11,290 New
SFG
30
Sage Financial Group
Pennsylvania
$292K 10,936 – –
AIP
31
Ameritas Investment Partners
Nebraska
$262K 9,819 +5,166 +111%
SBSB
32
Sullivan, Bruyette, Speros & Blaney
Virginia
$259K 9,687 +9,687 New
PGA
33
Portland Global Advisors
Maine
$254K 9,500 +9,500 New
MAG
34
Mokosak Advisory Group
Iowa
$233K 8,741 +8,741 New
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$209K 7,826 -4,506 -37%
IFAM
36
Institutional & Family Asset Management
Colorado
$162K 6,080 -45 -0.7%
LGWM
37
Litman Gregory Wealth Management
California
$129K 4,850 +1,075 +28%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$114K 4,303 +905 +27%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$96K 3,593 +1,813 +102%
ADL
40
Asset Dedication LLC
California
$63K 2,296 +183 +9%
FCA
41
FinTrust Capital Advisors
South Carolina
$55K 2,055 – –
CWM
42
Cranbrook Wealth Management
Michigan
$45K 1,702 +611 +56%
AssetMark Inc
43
AssetMark Inc
California
$42K 1,561 +1,561 New
PA
44
Parallel Advisors
California
$38K 1,415 +761 +116%
SPIA
45
Steward Partners Investment Advisory
New York
$24K 935 +935 New
TFO
46
Tarbox Family Office
California
$21K 770 – –
Morgan Stanley
47
Morgan Stanley
New York
$18K 661 – –
RWG
48
Regal Wealth Group
California
$12K 431 +431 New
AIC
49
Ameritas Investment Company
Nebraska
$10K 380 +380 New
EIP
50
Ellis Investment Partners
Pennsylvania
$7K 272 +1 +0.4%
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