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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Alaska Wealth Advisors
Alaska
$3.83M 100,846 -7,989 -7%
AIA
52
Ally Invest Advisors
North Carolina
$3.78M 99,482 +5,928 +6%
RCG
53
Regatta Capital Group
California
$3.73M 98,053 -3,315 -3%
MG
54
Mather Group
Illinois
$3.69M 97,179 +28,497 +41%
WCWM
55
Willow Creek Wealth Management
California
$3.65M 95,965 +45,333 +90%
IWA
56
Invera Wealth Advisors
Oregon
$3.39M 89,186 +89,186 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.34M 87,876 +76,924 +702%
Osaic Holdings
58
Osaic Holdings
Arizona
$3.2M 84,250 -134,228 -61%
BFA
59
Bluestem Financial Advisors
Illinois
$3.2M 84,119 -840 -1%
MAWA
60
Moss Adams Wealth Advisors
Washington
$3.17M 83,436 +2,192 +3%
RFWA
61
RPg Family Wealth Advisory
Massachusetts
$3.05M 80,233 +4,989 +7%
HIF
62
Hill Island Financial
Michigan
$3.03M 79,756 -1,808 -2%
GI
63
Gradient Investments
Minnesota
$2.98M 78,433 -1,192 -1%
Corient Private Wealth
64
Corient Private Wealth
Florida
$2.75M 72,316 -425 -0.6%
IWM
65
Integris Wealth Management
California
$2.74M 72,022 +1,886 +3%
FA
66
Financial Advisors
Massachusetts
$2.68M 70,387 +1,207 +2%
DL
67
DOHJ LLC
Washington
$2.65M 69,742 +69,742 New
CAG
68
Crestwood Advisors Group
Massachusetts
$2.57M 67,501 -1,463 -2%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$2.45M 64,576 – –
QC
70
Quent Capital
New York
$2.43M 63,809 +25,739 +68%
GC
71
Garde Capital
Washington
$2.42M 63,693 -24,795 -28%
ADL
72
Asset Dedication LLC
California
$2.37M 62,155 -17,439 -22%
CIAS
73
Capital Investment Advisory Services
North Carolina
$2.3M 60,570 -30 -0%
HI
74
Harbour Investments
Wisconsin
$2.28M 60,115 -233 -0.4%
COCM
75
Charter Oak Capital Management
New Hampshire
$2.25M 59,211 +2,145 +4%
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