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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$9.26M 243,496 +10,358 +4%
SWM
27
SigFig Wealth Management
California
$8.84M 232,581 +31,140 +15%
MWM
28
Modera Wealth Management
New Jersey
$8.65M 227,661 +18,600 +9%
MIS
29
Morningstar Investment Services
Illinois
$8.38M 217,429 +102,554 +89%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$8.25M 217,007 +7,558 +4%
SC
31
Savant Capital
Illinois
$8.08M 212,612 +7,975 +4%
LPL Financial
32
LPL Financial
California
$7.48M 196,771 -67,442 -26%
B
33
Bailard
California
$7.36M 193,701 -4,106 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.92M 181,955 -11,122 -6%
Truist Financial
35
Truist Financial
North Carolina
$6.89M 181,259 +10,026 +6%
FFN
36
Focus Financial Network
Minnesota
$6.25M 164,307 +5,011 +3%
Franklin Resources
37
Franklin Resources
California
$6.11M 160,690 +19,604 +14%
LGWM
38
Litman Gregory Wealth Management
California
$5.88M 154,770 -1,545 -1%
WA
39
Wealth Architects
California
$5.83M 153,503 +1,147 +0.8%
WI
40
WrapManager Inc
California
$5.82M 153,031 +5,061 +3%
EWA
41
EP Wealth Advisors
California
$5.44M 143,159 -13,636 -9%
FGAM
42
Financial Gravity Asset Management
Texas
$5.38M 69,224 +881 +1%
AA
43
Alesco Advisors
New York
$5.21M 137,155 -52,051 -28%
BlackRock
44
BlackRock
New York
$4.86M 127,758 +685 +0.5%
MWM
45
Mission Wealth Management
California
$4.63M 121,829 +2,126 +2%
Financial Engines Advisors
46
Financial Engines Advisors
California
$4.43M 116,643 +21,677 +23%
SWP
47
Stratos Wealth Partners
Ohio
$4.33M 113,823 -27,055 -19%
PA
48
Parkside Advisors
California
$4.15M 109,173 +5,979 +6%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$4.04M 106,304 +36,597 +53%
ASN
50
Advisory Services Network
Georgia
$3.97M 104,451 +3,972 +4%
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