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

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
76
Spinnaker Trust
Maine
$1.27M 32,522 +2,490 +8%
GC
77
Grimes & Company
Massachusetts
$1.27M 32,532 +2,859 +10%
TRCT
78
Tower Research Capital (TRC)
New York
$1.27M 32,532 +13,264 +69%
COCM
79
Charter Oak Capital Management
New Hampshire
$1.24M 31,747 +3,877 +14%
EH
80
Equitable Holdings
New York
$1.2M 30,821 +4,716 +18%
TC
81
Trilogy Capital
California
$1.18M 30,271 +1,142 +4%
HPWM
82
Highland Private Wealth Management
Washington
$1.17M 29,943 +5,176 +21%
HT
83
Hefren-Tillotson
Pennsylvania
$1.16M 29,607 +29,607 New
AC
84
Apella Capital
Connecticut
$1.14M 29,202 +4,342 +17%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.12M 27,629 – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.11M 28,528 +2,393 +9%
MG
87
Mather Group
Illinois
$1.09M 28,044 +5,341 +24%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.09M 27,934 +5,060 +22%
AAM
89
Autus Asset Management
Arizona
$1.06M 27,283 +2,348 +9%
VCM
90
Vision Capital Management
Oregon
$1.06M 27,237 +4,724 +21%
RA
91
RFG Advisory
Alabama
$1.06M 27,046 +14,090 +109%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M 26,766 +3,871 +17%
SHJ
93
Sharkey, Howes & Javer
Colorado
$974K 24,956 +6,081 +32%
PWM
94
Perigon Wealth Management
California
$971K 24,897 +17,066 +218%
SPIA
95
Steward Partners Investment Advisory
New York
$887K 22,739 +8,120 +56%
HTC
96
Haverford Trust Company
Pennsylvania
$882K 22,598 – –
Franklin Resources
97
Franklin Resources
California
$874K 22,421 +3 +0%
KAS
98
Kestra Advisory Services
Texas
$852K 21,829 +13,820 +173%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
– – – –
JFA
100
JNBA Financial Advisors
Minnesota
$840K 21,527 -3,256 -13%
2 3
4
5 6