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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.94M 279,875 +41,729 +18%
EWM
27
Empirical Wealth Management
Washington
$8.21M 231,064 +30,304 +15%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$8.2M 230,960 +10,971 +5%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$7.64M 215,155 -1,817 -0.8%
LPL Financial
30
LPL Financial
California
$7.5M 211,152 -25,612 -11%
PAS
31
Park Avenue Securities
New York
$7.5M 211,033 +5,096 +2%
SC
32
Savant Capital
Illinois
$7.31M 205,672 +7,717 +4%
MWM
33
Modera Wealth Management
New Jersey
$7.16M 201,711 +182,255 +937%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.09M 199,702 +38,256 +24%
B
35
Bailard
California
$6.96M 196,056 +2,167 +1%
AA
36
Alesco Advisors
New York
$6.71M 189,014 +7,168 +4%
SWM
37
SigFig Wealth Management
California
$6.51M 184,065 +35,075 +24%
MML Investors Services
38
MML Investors Services
Massachusetts
$5.98M 168,300 +12,459 +8%
DF
39
Dunhill Financial
United Kingdom
$5.98M 171,386 +171,386 New
Truist Financial
40
Truist Financial
North Carolina
$5.9M 165,983 -20,911 -11%
SWP
41
Stratos Wealth Partners
Ohio
$5.81M 163,523 +130,098 +389%
FFN
42
Focus Financial Network
Minnesota
$5.64M 158,917 +16,235 +11%
EWA
43
EP Wealth Advisors
California
$5.42M 22,378 +11,975 +115%
LGWM
44
Litman Gregory Wealth Management
California
$5.39M 151,832 +151,832 New
WI
45
WrapManager Inc
California
$5.31M 149,448 -1,806 -1%
WA
46
Wealth Architects
California
$5.08M 142,942 +13,178 +10%
FCG
47
Financial Connections Group
California
$4.69M 132,006 -11,036 -8%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$4.62M 129,949 +50,877 +64%
MWM
49
Mission Wealth Management
California
$4.39M 123,675 +1,434 +1%
ASN
50
Advisory Services Network
Georgia
$4.36M 122,641 -6,841 -5%
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