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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.65M 257,121 -22,754 -8%
EWM
27
Empirical Wealth Management
Washington
$7.85M 233,138 +2,074 +0.9%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$7.66M 227,780 +97,831 +75%
Osaic Holdings
29
Osaic Holdings
Arizona
$7.35M 218,478 -81,959 -27%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$7.05M 209,449 -5,706 -3%
MWM
31
Modera Wealth Management
New Jersey
$7.03M 209,061 +7,350 +4%
SC
32
Savant Capital
Illinois
$6.89M 204,637 -1,035 -0.5%
SWM
33
SigFig Wealth Management
California
$6.78M 201,441 +17,376 +9%
B
34
Bailard
California
$6.66M 197,807 +1,751 +0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.5M 193,077 -6,625 -3%
DF
36
Dunhill Financial
United Kingdom
$6.38M 190,521 +19,135 +11%
AA
37
Alesco Advisors
New York
$6.37M 189,206 +192 +0.1%
Truist Financial
38
Truist Financial
North Carolina
$5.76M 171,233 +5,250 +3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5.49M 163,025 -196,776 -55%
FFN
40
Focus Financial Network
Minnesota
$5.38M 159,296 +379 +0.2%
FGAM
41
Financial Gravity Asset Management
Texas
$5.34M 68,343 +63,629 +1,350%
EWA
42
EP Wealth Advisors
California
$5.28M 156,795 +134,417 +601%
LGWM
43
Litman Gregory Wealth Management
California
$5.26M 156,315 +4,483 +3%
WA
44
Wealth Architects
California
$5.13M 152,356 +9,414 +7%
WI
45
WrapManager Inc
California
$4.98M 147,970 -1,478 -1%
FCG
46
Financial Connections Group
California
$4.81M 142,803 +10,797 +8%
Franklin Resources
47
Franklin Resources
California
$4.75M 141,086 +80,025 +131%
SWP
48
Stratos Wealth Partners
Ohio
$4.74M 140,878 -22,645 -14%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$4.6M 136,577 -94,383 -41%
BlackRock
50
BlackRock
New York
$4.28M 127,073 +10,889 +9%
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