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

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$78M
3
HIF
3
Hill Island Financial
Michigan
$4.93M
4
Northern Trust
4
Northern Trust
Illinois
$62.7M
5
FFN
5
Focus Financial Network
Minnesota
$4.74M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$3.32M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.2M
5
RFC
5
Regions Financial Corp
Alabama
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
51
TIAA FSB
Florida
$3.28M 86,259 +86,259 New
PA
52
Parkside Advisors
California
$3.2M 84,185 +3,498 +4%
CAG
53
Crestwood Advisors Group
Massachusetts
$2.97M 78,039 +1,397 +2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.92M 76,758 +31,165 +68%
BEC
55
Blue Edge Capital
Virginia
$2.9M 76,278 -10,296 -12%
SA
56
Stewardship Advisors
Pennsylvania
$2.89M 76,028 +10,195 +15%
GC
57
Garde Capital
Washington
$2.86M 75,184 +60,066 +397%
I
58
IMPACTfolio
Colorado
$2.81M 73,961 -5,031 -6%
AIA
59
Ally Invest Advisors
North Carolina
$2.71M 71,333 +7,136 +11%
RWP
60
RWA Wealth Partners
Massachusetts
$2.68M 70,449 +1,584 +2%
AWS
61
Atria Wealth Solutions
New York
$2.46M 64,637 +64,637 New
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$2.46M 64,586 +435 +0.7%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$2.46M 64,576 – –
OWA
64
One Wealth Advisors
California
$2.39M 62,908 +6,278 +11%
Stifel Financial
65
Stifel Financial
Missouri
$2.34M 61,568 +5,729 +10%
Prudential Financial
66
Prudential Financial
New Jersey
$2.31M 60,834 +5,808 +11%
SC
67
Savant Capital
Illinois
$2.08M 54,617 +7,857 +17%
MWM
68
Mascoma Wealth Management
New Hampshire
$2.04M 53,496 +2,288 +4%
WP
69
WealthSource Partners
California
$1.98M 51,980 -5,509 -10%
SPIA
70
Steward Partners Investment Advisory
New York
$1.95M 51,124 +27,990 +121%
BFA
71
Bluestem Financial Advisors
Illinois
$1.91M 50,286 -1,393 -3%
BCM
72
Brookstone Capital Management
Illinois
$1.81M 49,476 +625 +1%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.8M 47,196 -11,279 -19%
HPWM
74
Highland Private Wealth Management
Washington
$1.79M 47,089 +2,715 +6%
HT
75
Hefren-Tillotson
Pennsylvania
$1.76M 46,127 +9,731 +27%
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