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

347 hedge funds and large institutions have $995M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 127 reducing their positions, and 27 closing their positions.

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
142
Reduced
127
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFN
1
Focus Financial Network
Minnesota
$4.85M
2
Northern Trust
2
Northern Trust
Illinois
$63M
3
SC
3
Savant Capital
Illinois
$6.73M
4
BCM
4
Becker Capital Management
Oregon
$2.72M
5
Truist Financial
5
Truist Financial
North Carolina
$6.35M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
PFO
2
Pathstone Family Office
New Jersey
$16.5M
3
EWA
3
EP Wealth Advisors
California
$941K
4
Franklin Resources
4
Franklin Resources
California
$1.96M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
51
Gradient Investments
Minnesota
$2.93M 86,147 -10,130 -11%
GC
52
Garde Capital
Washington
$2.92M 85,780 +3,786 +5%
AIA
53
Ally Invest Advisors
North Carolina
$2.83M 83,399 -1,811 -2%
HIF
54
Hill Island Financial
Michigan
$2.8M 85,018 -2,285 -3%
BFA
55
Bluestem Financial Advisors
Illinois
$2.78M 81,698 +922 +1%
BCM
56
Becker Capital Management
Oregon
$2.72M 80,052 +80,052 New
HGWM
57
Harvest Group Wealth Management
Massachusetts
$2.71M 79,655 +2,534 +3%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.69M 79,072 +29,019 +58%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$2.64M 77,726 -8,236 -10%
RCG
60
Regatta Capital Group
California
$2.62M 79,831 – –
ADL
61
Asset Dedication LLC
California
$2.53M 74,401 +13,285 +22%
BEC
62
Blue Edge Capital
Virginia
$2.44M 71,768 -888 -1%
OWA
63
One Wealth Advisors
California
$2.38M 69,969 -10,285 -13%
CAG
64
Crestwood Advisors Group
Massachusetts
$2.37M 69,595 -2,347 -3%
Financial Engines Advisors
65
Financial Engines Advisors
California
$2.35M 69,234 +30,819 +80%
Corient Private Wealth
66
Corient Private Wealth
Florida
$2.33M 68,469 +6,483 +10%
SA
67
Stewardship Advisors
Pennsylvania
$2.29M 67,431 -8,904 -12%
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$2.29M 67,424 +5,278 +8%
FA
69
Financial Advisors
Massachusetts
$2.27M 66,750 +36 +0.1%
MAWA
70
Moss Adams Wealth Advisors
Washington
$2.25M 66,231 +16,704 +34%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$2.19M 64,576 – –
I
72
IMPACTfolio
Colorado
$2.17M 63,821 +1,234 +2%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.04M 60,013 -5,807 -9%
MG
74
Mather Group
Illinois
$2.01M 59,268 +6,169 +12%
Franklin Resources
75
Franklin Resources
California
$1.96M 57,589 -183,576 -76%
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