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

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthSource Partners
California
$2.15M 55,092 +3,490 +7%
OWA
52
One Wealth Advisors
California
$2.14M 54,789 +8,931 +19%
Stifel Financial
53
Stifel Financial
Missouri
$2.12M 54,312 +2,595 +5%
Truist Financial
54
Truist Financial
North Carolina
$1.99M 50,869 +24,969 +96%
ACA
55
Affinity Capital Advisors
California
$1.96M 50,230 -2,661 -5%
Prudential Financial
56
Prudential Financial
New Jersey
$1.93M 48,656 +18,389 +61%
MWM
57
Mascoma Wealth Management
New Hampshire
$1.91M 48,856 +1,651 +3%
PFM
58
Parsec Financial Management
North Carolina
$1.83M 42,842 +42,842 New
BFA
59
Bluestem Financial Advisors
Illinois
$1.78M 45,635 -593 -1%
BWP
60
BSW Wealth Partners
Colorado
$1.72M 44,092 +14,745 +50%
Wells Fargo
61
Wells Fargo
California
$1.72M 43,980 +23,072 +110%
TAIM
62
TD Ameritrade Investment Management
Nebraska
$1.69M 63,848 -25,010 -28%
BCM
63
Brookstone Capital Management
Illinois
$1.67M 41,897 +4,369 +12%
WT
64
Whittier Trust
California
$1.62M 41,508 +3,750 +10%
HGWM
65
Horst & Graben Wealth Management
Oregon
$1.6M 41,014 +2,228 +6%
SC
66
Savant Capital
Illinois
$1.6M 40,896 +5,451 +15%
RFC
67
Regions Financial Corp
Alabama
$1.57M 40,131 +11,548 +40%
DT
68
Diversified Trust
Tennessee
$1.45M 37,224 +1,375 +4%
HI
69
Harbour Investments
Wisconsin
$1.44M 36,884 +31,910 +642%
BWM
70
Baystate Wealth Management
Massachusetts
$1.37M 35,233 -8,157 -19%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$1.36M 34,919 +1,508 +5%
AA
72
Addison Advisors
Vermont
$1.35M 34,530 +730 +2%
FA
73
Financial Advisors
Massachusetts
$1.31M 33,655 +6,766 +25%
ASN
74
Advisory Services Network
Georgia
$1.3M 33,218 +1,205 +4%
PSUF
75
People's United Financial
Connecticut
$1.29M 33,144 +1,309 +4%
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