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

332 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 186 increasing their positions, 71 reducing their positions, and 27 closing their positions.

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
186
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$78M
3
HIF
3
Hill Island Financial
Michigan
$4.93M
4
Northern Trust
4
Northern Trust
Illinois
$62.7M
5
FFN
5
Focus Financial Network
Minnesota
$4.74M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$3.32M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.2M
5
RFC
5
Regions Financial Corp
Alabama
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
DT
76
Diversified Trust
Tennessee
$1.71M 45,038 -3,801 -8%
SC
77
Stephens Consulting
Michigan
$1.68M 44,219 +3,956 +10%
RFC
78
Regions Financial Corp
Alabama
$1.68M 44,142 -26,991 -38%
COCM
79
Charter Oak Capital Management
New Hampshire
$1.67M 43,806 +1,768 +4%
ASN
80
Advisory Services Network
Georgia
$1.66M 43,687 +2,270 +5%
ACA
81
Affinity Capital Advisors
California
$1.65M 43,494 -6,218 -13%
NCM
82
Northland Capital Management
Minnesota
$1.63M 42,840 -4,229 -9%
HGWM
83
Horst & Graben Wealth Management
Oregon
$1.62M 42,451 +1,139 +3%
PAG
84
Private Advisor Group
New Jersey
$1.58M 41,645 +13,831 +50%
MWM
85
Mission Wealth Management
California
$1.58M 41,624 +31,486 +311%
TC
86
Trilogy Capital
California
$1.55M 40,630 +9,620 +31%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.49M 39,065 +7,352 +23%
FA
88
Financial Advisors
Massachusetts
$1.48M 38,937 +1,935 +5%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$1.47M 38,534 -3,168 -8%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.44M 37,758 +18,676 +98%
BWP
91
BSW Wealth Partners
Colorado
$1.43M 37,686 -4,458 -11%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.43M 37,511 +6,139 +20%
PWM
93
Perigon Wealth Management
California
$1.39M 36,625 +9,583 +35%
ST
94
Spinnaker Trust
Maine
$1.39M 36,459 +4,202 +13%
VCM
95
Vision Capital Management
Oregon
$1.37M 35,918 +4,275 +14%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.32M 34,633 +34,633 New
AA
97
Addison Advisors
Vermont
$1.32M 34,579 -1,095 -3%
AC
98
Apella Capital
Connecticut
$1.31M 34,537 +2,342 +7%
EH
99
Equitable Holdings
New York
$1.31M 34,518 +1,550 +5%
BWM
100
Baystate Wealth Management
Massachusetts
$1.31M 34,471 +2,172 +7%
2 3
4
5 6