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

141 hedge funds and large institutions have $274M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+19
Holders Change %
+15.57%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
75
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$24.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M
3
Bank of America
3
Bank of America
North Carolina
$6.05M
4
Ameriprise
4
Ameriprise
Minnesota
$4.71M
5
Northern Trust
5
Northern Trust
Illinois
$18.2M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$115K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$792K
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$6.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$364K 13,735 +13,735 New
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$360K 13,590 +13,590 New
VCS
78
Vaughan & Co Securities
New Jersey
$356K 13,427 – –
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$353K 13,328 +13,328 New
SFG
80
Sage Financial Group
Pennsylvania
$337K 12,694 +12,694 New
PA
81
Paracle Advisors
Washington
$321K 12,135 – –
MAG
82
Mokosak Advisory Group
Iowa
$293K 11,054 +424 +4%
BAM
83
Baldrige Asset Management
Pennsylvania
$284K 10,713 -149 -1%
DWT
84
Dorsey & Whitney Trust
South Dakota
$283K 10,700 +1,000 +10%
TC
85
Trilogy Capital
California
$280K 10,542 +2,232 +27%
FANJ
86
Financial Architects (New Jersey)
New Jersey
$277K 10,448 – –
BFA
87
Bragg Financial Advisors
North Carolina
$267K 10,073 +200 +2%
BSWM
88
Boston Standard Wealth Management
Massachusetts
$264K 9,945 +695 +8%
PGA
89
Portland Global Advisors
Maine
$263K 9,900 – –
PFA
90
Pathway Financial Advisors
Vermont
$261K 9,716 +9,716 New
MM
91
Main Management
California
$260K 9,787 – –
APW
92
Austin Private Wealth
Texas
$258K 9,736 +9,736 New
EPP
93
ETF Portfolio Partners
Kansas
$252K 9,504 -320 -3%
CIC
94
Cornercap Investment Counsel
Georgia
$249K 9,388 +9,388 New
CFG
95
Citizens Financial Group
Rhode Island
$248K 9,166 +9,027 +6,494%
MCM
96
Maryland Capital Management
Maryland
$244K 9,200 +9,200 New
AA
97
Alesco Advisors
New York
$239K 9,025 +9,025 New
HHGA
98
Halbert Hargrove Global Advisors
California
$229K 8,642 +154 +2%
LNC
99
Lincoln National Corp
Pennsylvania
$228K 8,591 -1,618 -16%
Prudential Financial
100
Prudential Financial
New Jersey
$227K 8,556 +8,556 New
2 3
4
5 6