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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
51
Regions Financial Corp
Alabama
$2.87M 71,133 +31,002 +77%
RWP
52
RWA Wealth Partners
Massachusetts
$2.78M 68,865 +3,174 +5%
SA
53
Stewardship Advisors
Pennsylvania
$2.65M 65,833 +1,843 +3%
BIAS
54
Beacon Investment Advisory Services
New Jersey
$2.6M 64,576 – –
AIA
55
Ally Invest Advisors
North Carolina
$2.59M 64,197 +6,081 +10%
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$2.59M 64,151 +157 +0.2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$2.46M 61,056 +32,528 +114%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.36M 58,475 -29,843 -34%
Prudential Financial
59
Prudential Financial
New Jersey
$2.33M 55,026 +6,370 +13%
WP
60
WealthSource Partners
California
$2.32M 57,489 +2,397 +4%
PFM
61
Parsec Financial Management
North Carolina
$2.3M 56,999 +14,157 +33%
OWA
62
One Wealth Advisors
California
$2.28M 56,630 +1,841 +3%
Stifel Financial
63
Stifel Financial
Missouri
$2.25M 55,839 +1,527 +3%
BFA
64
Bluestem Financial Advisors
Illinois
$2.08M 51,679 +6,044 +13%
MWM
65
Mascoma Wealth Management
New Hampshire
$2.07M 51,208 +2,352 +5%
ACA
66
Affinity Capital Advisors
California
$2M 49,712 -518 -1%
DT
67
Diversified Trust
Tennessee
$1.97M 48,839 +11,615 +31%
BCM
68
Brookstone Capital Management
Illinois
$1.93M 48,851 +6,954 +17%
NCM
69
Northland Capital Management
Minnesota
$1.9M 47,069 +47,069 New
SC
70
Savant Capital
Illinois
$1.89M 46,760 +5,864 +14%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.84M 45,593 -79,067 -63%
HPWM
72
Highland Private Wealth Management
Washington
$1.79M 44,374 +14,431 +48%
RCG
73
Regatta Capital Group
California
$1.75M 43,270 +43,270 New
BWP
74
BSW Wealth Partners
Colorado
$1.7M 42,144 -1,948 -4%
COCM
75
Charter Oak Capital Management
New Hampshire
$1.7M 42,038 +10,291 +32%
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