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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$4.13M 116,184 -6,675 -5%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$4.07M 114,643 -343 -0.3%
MIS
53
Morningstar Investment Services
Illinois
$3.97M 112,778 +2,243 +2%
PA
54
Parkside Advisors
California
$3.73M 105,065 +4,415 +4%
AWA
55
Alaska Wealth Advisors
Alaska
$3.68M 103,583 +1,337 +1%
RCG
56
Regatta Capital Group
California
$3.61M 101,716 +21,885 +27%
AIA
57
Ally Invest Advisors
North Carolina
$3.2M 90,018 +6,619 +8%
GC
58
Garde Capital
Washington
$3.19M 89,775 +3,995 +5%
BFA
59
Bluestem Financial Advisors
Illinois
$3.03M 85,273 +3,575 +4%
Financial Engines Advisors
60
Financial Engines Advisors
California
$3.03M 85,212 +15,978 +23%
HIF
61
Hill Island Financial
Michigan
$2.96M 83,369 -1,649 -2%
GI
62
Gradient Investments
Minnesota
$2.86M 80,584 -5,563 -6%
Corient Private Wealth
63
Corient Private Wealth
Florida
$2.72M 76,598 +8,129 +12%
ADL
64
Asset Dedication LLC
California
$2.7M 75,954 +1,553 +2%
CIAS
65
Capital Investment Advisory Services
North Carolina
$2.58M 72,585 -20,284 -22%
MAWA
66
Moss Adams Wealth Advisors
Washington
$2.54M 71,475 +5,244 +8%
CAG
67
Crestwood Advisors Group
Massachusetts
$2.53M 71,310 +1,715 +2%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$2.53M 71,268 -6,458 -8%
OWA
69
One Wealth Advisors
California
$2.46M 69,164 -805 -1%
FA
70
Financial Advisors
Massachusetts
$2.45M 68,912 +2,162 +3%
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$2.41M 67,730 +306 +0.5%
BCM
72
Becker Capital Management
Oregon
$2.32M 65,301 -14,751 -18%
BIAS
73
Beacon Investment Advisory Services
New Jersey
$2.29M 64,576 – –
BEC
74
Blue Edge Capital
Virginia
$2.23M 62,801 -8,967 -12%
SA
75
Stewardship Advisors
Pennsylvania
$2.18M 61,438 -5,993 -9%
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