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

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Acorns Advisers
California
$5.13M 131,486 +65,603 +100%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.96M 127,025 +14,922 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.86M 124,660 +124,660 New
BlackRock
29
BlackRock
New York
$4.72M 120,992 +19,642 +19%
B
30
Bailard
California
$4.62M 118,341 +6,707 +6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$4.37M 111,907 +15,271 +16%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.29M 109,911 +36,491 +50%
AA
33
Alesco Advisors
New York
$4.12M 105,715 +97,360 +1,165%
EWA
34
EP Wealth Advisors
California
$4.05M 103,869 +4,713 +5%
AP
35
Adero Partners
California
$4.01M 102,721 +6,021 +6%
SHGA
36
Sand Hill Global Advisors
California
$3.84M 98,303 +4,815 +5%
CIAS
37
Capital Investment Advisory Services
North Carolina
$3.83M 98,071 +3,987 +4%
OMC
38
Old Mission Capital
Illinois
$3.77M 96,655 +52,579 +119%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.45M 88,318 +9,674 +12%
PA
40
Parkside Advisors
California
$3.27M 83,844 +8,469 +11%
BEC
41
Blue Edge Capital
Virginia
$3.18M 81,570 +18,287 +29%
LGWM
42
Litman Gregory Wealth Management
California
$3.11M 79,727 +76,849 +2,670%
RJA
43
Raymond James & Associates
Florida
$3.01M 77,091 +2,693 +4%
MIS
44
Morningstar Investment Services
Illinois
$2.87M 72,572 +10,731 +17%
CAG
45
Crestwood Advisors Group
Massachusetts
$2.8M 71,821 +3,637 +5%
RWP
46
RWA Wealth Partners
Massachusetts
$2.56M 65,691 +1,994 +3%
BIAS
47
Beacon Investment Advisory Services
New Jersey
$2.52M 64,576 – –
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$2.5M 63,994 -1,225 -2%
SA
49
Stewardship Advisors
Pennsylvania
$2.5M 63,990 +12,757 +25%
AIA
50
Ally Invest Advisors
North Carolina
$2.27M 58,116 +9,952 +21%
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