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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Alaska Wealth Advisors
Alaska
$3.52M 106,918 +5,233 +5%
CIAS
52
Capital Investment Advisory Services
North Carolina
$3.17M 96,544 -3,570 -4%
GI
53
Gradient Investments
Minnesota
$3.17M 96,277 -21,361 -18%
Citadel Advisors
54
Citadel Advisors
Florida
$2.92M 88,866 +56,914 +178%
HIF
55
Hill Island Financial
Michigan
$2.87M 87,303 -121,249 -58%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$2.83M 85,962 -6,078 -7%
AIA
57
Ally Invest Advisors
North Carolina
$2.8M 85,210 +3,540 +4%
GC
58
Garde Capital
Washington
$2.7M 81,994 -718 -0.9%
BFA
59
Bluestem Financial Advisors
Illinois
$2.66M 80,776 -2,374 -3%
SC
60
Savant Capital
Illinois
$2.65M 85,426 +23,658 +38%
OWA
61
One Wealth Advisors
California
$2.64M 80,254 -2,855 -3%
RCG
62
Regatta Capital Group
California
$2.62M 79,831 +51,951 +186%
PA
63
Parkside Advisors
California
$2.56M 77,985 -15,001 -16%
HGWM
64
Harvest Group Wealth Management
Massachusetts
$2.54M 77,121 -6,477 -8%
SA
65
Stewardship Advisors
Pennsylvania
$2.51M 76,335 -818 -1%
BEC
66
Blue Edge Capital
Virginia
$2.39M 72,656 +3,953 +6%
CAG
67
Crestwood Advisors Group
Massachusetts
$2.37M 71,942 -6,582 -8%
FA
68
Financial Advisors
Massachusetts
$2.19M 66,714 +980 +1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.16M 65,820 +20,759 +46%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$2.12M 64,576 – –
I
71
IMPACTfolio
Colorado
$2.06M 62,587 -5,149 -8%
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$2.04M 62,146 +825 +1%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.04M 61,986 +61,986 New
ADL
74
Asset Dedication LLC
California
$2.01M 61,116 +16,532 +37%
Stifel Financial
75
Stifel Financial
Missouri
$1.98M 60,300 +2,323 +4%
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