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

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$3.02M 95,863 -1,882 -2%
HGWM
52
Harvest Group Wealth Management
Massachusetts
$2.79M 80,892 -6,335 -7%
PA
53
Parkside Advisors
California
$2.72M 86,382 +2,197 +3%
ASN
54
Advisory Services Network
Georgia
$2.72M 86,382 +42,695 +98%
WA
55
Wealth Architects
California
$2.66M 84,564 +56,881 +205%
CAG
56
Crestwood Advisors Group
Massachusetts
$2.49M 79,177 +1,138 +1%
AIA
57
Ally Invest Advisors
North Carolina
$2.41M 76,641 +5,308 +7%
OWA
58
One Wealth Advisors
California
$2.41M 76,421 +13,513 +21%
HPWM
59
Highland Private Wealth Management
Washington
$2.36M 74,800 +27,711 +59%
SA
60
Stewardship Advisors
Pennsylvania
$2.35M 74,716 -1,312 -2%
BEC
61
Blue Edge Capital
Virginia
$2.34M 74,193 -2,085 -3%
RWP
62
RWA Wealth Partners
Massachusetts
$2.2M 69,948 -501 -0.7%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$2.03M 64,576 – –
I
64
IMPACTfolio
Colorado
$1.98M 62,781 -11,180 -15%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$1.94M 61,681 -2,905 -4%
BFA
66
Bluestem Financial Advisors
Illinois
$1.91M 60,705 +10,419 +21%
Stifel Financial
67
Stifel Financial
Missouri
$1.9M 60,388 -1,180 -2%
AWS
68
Atria Wealth Solutions
New York
$1.84M 58,495 -6,142 -10%
SC
69
Savant Capital
Illinois
$1.83M 58,048 +3,431 +6%
SWM
70
SigFig Wealth Management
California
$1.73M 44,716 +18,650 +72%
RFC
71
Regions Financial Corp
Alabama
$1.7M 53,989 +9,847 +22%
MWM
72
Mascoma Wealth Management
New Hampshire
$1.69M 53,714 +218 +0.4%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.68M 53,227 -23,531 -31%
ACA
74
Affinity Capital Advisors
California
$1.66M 52,726 +9,232 +21%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.62M 51,342 +13,831 +37%
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