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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$7.93M 241,165 +194,254 +414%
PAS
27
Park Avenue Securities
New York
$7.84M 238,546 -28,508 -11%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$7.42M 225,691 +225,691 New
LPL Financial
29
LPL Financial
California
$7.34M 223,246 +10,389 +5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$7.14M 217,054 -6,679 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.42M 195,092 -17,158 -8%
EWM
32
Empirical Wealth Management
Washington
$6.3M 191,578 +15,183 +9%
B
33
Bailard
California
$5.89M 179,030 +19,159 +12%
AA
34
Alesco Advisors
New York
$5.89M 178,996 -3,190 -2%
WI
35
WrapManager Inc
California
$5.47M 166,458 -12,249 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.43M 165,008 +28,478 +21%
PFM
37
Parsec Financial Management
North Carolina
$5.14M 156,181 +4,593 +3%
SWP
38
Stratos Wealth Partners
Ohio
$5.04M 153,330 -16,015 -9%
LGWM
39
Litman Gregory Wealth Management
California
$4.95M 150,478 +22,476 +18%
FCG
40
Financial Connections Group
California
$4.54M 137,929 -36,079 -21%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.42M 134,552 +82,917 +161%
SWM
42
SigFig Wealth Management
California
$4.24M 117,816 +27,333 +30%
AP
43
Adero Partners
California
$4.23M 128,523 +548 +0.4%
WA
44
Wealth Architects
California
$4.19M 127,285 +22,519 +21%
EWA
45
EP Wealth Advisors
California
$4.08M 124,013 +1,750 +1%
MWM
46
Mission Wealth Management
California
$4.07M 123,719 +56,215 +83%
BlackRock
47
BlackRock
New York
$4.01M 121,893 -7,145 -6%
Truist Financial
48
Truist Financial
North Carolina
$3.91M 118,906 +7,445 +7%
ASN
49
Advisory Services Network
Georgia
$3.86M 117,438 +7,352 +7%
MIS
50
Morningstar Investment Services
Illinois
$3.7M 111,564 +1,789 +2%
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