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

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SigFig Wealth Management
California
$3.1M 90,483 +45,767 +102%
CIAS
52
Capital Investment Advisory Services
North Carolina
$3.07M 100,114 -18,405 -16%
PA
53
Parkside Advisors
California
$2.85M 92,986 +6,604 +8%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$2.82M 92,040 -5,666 -6%
HGWM
55
Harvest Group Wealth Management
Massachusetts
$2.67M 83,598 +2,706 +3%
BFA
56
Bluestem Financial Advisors
Illinois
$2.55M 83,150 +22,445 +37%
OWA
57
One Wealth Advisors
California
$2.55M 83,109 +6,688 +9%
GC
58
Garde Capital
Washington
$2.54M 82,712 -16,635 -17%
AIA
59
Ally Invest Advisors
North Carolina
$2.51M 81,670 +5,029 +7%
CAG
60
Crestwood Advisors Group
Massachusetts
$2.41M 78,524 -653 -0.8%
SA
61
Stewardship Advisors
Pennsylvania
$2.37M 77,153 +2,437 +3%
HPWM
62
Highland Private Wealth Management
Washington
$2.33M 75,900 +1,100 +1%
BEC
63
Blue Edge Capital
Virginia
$2.11M 68,703 -5,490 -7%
RFWA
64
RPg Family Wealth Advisory
Massachusetts
$2.08M 61,321 -360 -0.6%
I
65
IMPACTfolio
Colorado
$2.08M 67,736 +4,955 +8%
MWM
66
Mission Wealth Management
California
$2.07M 67,504 +26,840 +66%
FA
67
Financial Advisors
Massachusetts
$2.05M 65,734 +37,349 +132%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$1.98M 64,576 – –
SC
69
Savant Capital
Illinois
$1.89M 61,768 +3,720 +6%
AWS
70
Atria Wealth Solutions
New York
$1.81M 58,888 +393 +0.7%
Stifel Financial
71
Stifel Financial
Missouri
$1.78M 57,977 -2,411 -4%
MWM
72
Mascoma Wealth Management
New Hampshire
$1.68M 54,657 +943 +2%
RFC
73
Regions Financial Corp
Alabama
$1.68M 54,614 +625 +1%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.66M 54,249 +54,249 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.58M 51,635 +293 +0.6%
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3
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