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

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
34
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.37M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$6.28M
4
FT
4
Fiduciary Trust
Massachusetts
$6.75M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.19M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
BC
2
Brinker Capital
Pennsylvania
$622K
3
MM
3
Main Management
California
$317K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$212K
5
PCA
5
Personal Capital Advisors
California
$317K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$210K 7,260 +7,260 New
CWM
52
Cranbrook Wealth Management
Michigan
$205K 7,082 +5,380 +316%
FWCM
53
Ferguson Wellman Capital Management
Oregon
$202K 6,977 +6,977 New
LGWM
54
Litman Gregory Wealth Management
California
$182K 6,310 +1,460 +30%
IFAM
55
Institutional & Family Asset Management
Colorado
$176K 6,087 +7 +0.1%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$145K 5,007 +1,414 +39%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$123K 4,281 -22 -0.5%
TFO
58
Tarbox Family Office
California
$123K 4,265 +3,495 +454%
AssetMark Inc
59
AssetMark Inc
California
$81K 2,793 +1,232 +79%
BBA
60
Braun-Bostich & Associates
Pennsylvania
$78K 2,709 +2,709 New
ADL
61
Asset Dedication LLC
California
$77K 2,573 +277 +12%
SIAS
62
Shine Investment Advisory Services
Colorado
$73K 2,530 +2,530 New
FCA
63
FinTrust Capital Advisors
South Carolina
$59K 2,055 – –
WCM
64
Wealthcare Capital Management
Virginia
$53K 1,849 +1,849 New
GC
65
Grace Capital
Massachusetts
$46K 1,603 +1,603 New
PA
66
Parallel Advisors
California
$44K 1,538 +123 +9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$43K 1,492 +1,492 New
EI
68
Ellevest Inc
New York
$38K 1,317 +1,317 New
JFA
69
JNBA Financial Advisors
Minnesota
$28K 980 +980 New
SPIA
70
Steward Partners Investment Advisory
New York
$27K 935 – –
ASN
71
Advisory Services Network
Georgia
$26K 900 +900 New
CWA
72
Carolina Wealth Advisors
South Carolina
$25K 862 +862 New
Morgan Stanley
73
Morgan Stanley
New York
$19K 661 – –
RWG
74
Regal Wealth Group
California
$12K 431 – –
AIC
75
Ameritas Investment Company
Nebraska
$11K 380 – –
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