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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$1.68M 41,702 +6,783 +19%
ASN
77
Advisory Services Network
Georgia
$1.67M 41,417 +8,199 +25%
HGWM
78
Horst & Graben Wealth Management
Oregon
$1.67M 41,312 +298 +0.7%
HI
79
Harbour Investments
Wisconsin
$1.66M 41,054 +4,170 +11%
SC
80
Stephens Consulting
Michigan
$1.62M 40,263 +40,263 New
FA
81
Financial Advisors
Massachusetts
$1.49M 37,002 +3,347 +10%
HT
82
Hefren-Tillotson
Pennsylvania
$1.47M 36,396 +6,789 +23%
AA
83
Addison Advisors
Vermont
$1.44M 35,674 +1,144 +3%
GC
84
Grimes & Company
Massachusetts
$1.38M 34,264 +1,732 +5%
WT
85
Whittier Trust
California
$1.35M 33,573 -7,935 -19%
EH
86
Equitable Holdings
New York
$1.33M 32,968 +2,147 +7%
BWM
87
Baystate Wealth Management
Massachusetts
$1.3M 32,299 -2,934 -8%
ST
88
Spinnaker Trust
Maine
$1.3M 32,257 -265 -0.8%
AC
89
Apella Capital
Connecticut
$1.3M 32,195 +2,993 +10%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.28M 31,713 +4,084 +15%
VCM
91
Vision Capital Management
Oregon
$1.28M 31,643 +4,406 +16%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.27M 31,372 +3,438 +12%
TC
93
Trilogy Capital
California
$1.25M 31,010 +739 +2%
MG
94
Mather Group
Illinois
$1.2M 29,807 +1,763 +6%
AAM
95
Autus Asset Management
Arizona
$1.16M 28,840 +1,557 +6%
PAG
96
Private Advisor Group
New Jersey
$1.12M 27,814 +15,504 +126%
RA
97
RFG Advisory
Alabama
$1.1M 27,347 +301 +1%
PWM
98
Perigon Wealth Management
California
$1.09M 27,042 +2,145 +9%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M 26,979 +213 +0.8%
OMC
100
Old Mission Capital
Illinois
$1.08M 26,792 -69,863 -72%
2 3
4
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