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

250 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M
2
Goldman Sachs
2
Goldman Sachs
New York
$57.2M
3
Northern Trust
3
Northern Trust
Illinois
$50.4M
4
M&T Bank
4
M&T Bank
New York
$14.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Vontobel Holding
3
Vontobel Holding
Switzerland
$30.1M
4
PBT
4
Pictet Bank & Trust
Bahamas
$0
5
TAS
5
TIFF Advisory Services
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$1.91M 47,205 +4,674 +11%
BFA
52
Bluestem Financial Advisors
Illinois
$1.87M 46,228 +7,958 +21%
OWA
53
One Wealth Advisors
California
$1.85M 45,858 +22,827 +99%
OMC
54
Old Mission Capital
Illinois
$1.78M 44,076 +3,223 +8%
BWM
55
Baystate Wealth Management
Massachusetts
$1.75M 43,390 +17,390 +67%
KFS
56
Kelly Financial Services
Massachusetts
$1.58M 63,785 +63,618 +38,095%
HGWM
57
Horst & Graben Wealth Management
Oregon
$1.57M 38,786 +12,787 +49%
WT
58
Whittier Trust
California
$1.52M 37,758 – –
BCM
59
Brookstone Capital Management
Illinois
$1.49M 37,528 +17,020 +83%
DT
60
Diversified Trust
Tennessee
$1.45M 35,849 +35,849 New
SC
61
Savant Capital
Illinois
$1.43M 35,445 +2,929 +9%
SFS
62
Sowell Financial Services
Arkansas
$1.37M 33,804 +2,084 +7%
AA
63
Addison Advisors
Vermont
$1.37M 33,800 +33,800 New
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$1.35M 33,411 +5,691 +21%
ASN
65
Advisory Services Network
Georgia
$1.29M 32,013 +3,622 +13%
PSUF
66
People's United Financial
Connecticut
$1.29M 31,835 +9,132 +40%
Jane Street
67
Jane Street
New York
$1.25M 30,925 +30,925 New
Prudential Financial
68
Prudential Financial
New Jersey
$1.22M 30,267 +13,433 +80%
ST
69
Spinnaker Trust
Maine
$1.21M 30,032 +877 +3%
GC
70
Grimes & Company
Massachusetts
$1.2M 29,673 +4,788 +19%
BWP
71
BSW Wealth Partners
Colorado
$1.19M 29,347 +12,669 +76%
TC
72
Trilogy Capital
California
$1.17M 29,129 +5,769 +25%
RFC
73
Regions Financial Corp
Alabama
$1.15M 28,583 +8,942 +46%
COCM
74
Charter Oak Capital Management
New Hampshire
$1.13M 27,870 +5,563 +25%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.12M 27,629 -445 -2%
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