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

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
76
Vision Capital Management
Oregon
$1.58M 50,150 +14,232 +40%
SPIA
77
Steward Partners Investment Advisory
New York
$1.57M 49,762 -1,362 -3%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.55M 49,133 +5,327 +12%
PAG
79
Private Advisor Group
New Jersey
$1.53M 48,703 +7,058 +17%
HI
80
Harbour Investments
Wisconsin
$1.51M 47,854 +47,854 New
NCM
81
Northland Capital Management
Minnesota
$1.47M 46,521 +3,681 +9%
BCM
82
Brookstone Capital Management
Illinois
$1.45M 44,575 -4,901 -10%
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.42M 45,190 +7,432 +20%
SC
84
Stephens Consulting
Michigan
$1.41M 44,708 +489 +1%
KAS
85
Kestra Advisory Services
Texas
$1.4M 44,551 +12,945 +41%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.35M 42,891 -4,305 -9%
HGWM
87
Horst & Graben Wealth Management
Oregon
$1.32M 42,028 -423 -1%
Prudential Financial
88
Prudential Financial
New Jersey
$1.31M 41,289 -19,545 -32%
TC
89
Trilogy Capital
California
$1.3M 41,272 +642 +2%
MWM
90
Mission Wealth Management
California
$1.28M 40,664 -960 -2%
WP
91
WealthSource Partners
California
$1.2M 38,132 -13,848 -27%
BWM
92
Baystate Wealth Management
Massachusetts
$1.19M 37,728 +3,257 +9%
ST
93
Spinnaker Trust
Maine
$1.17M 37,190 +731 +2%
AC
94
Apella Capital
Connecticut
$1.16M 36,878 +2,341 +7%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$1.15M 36,481 -2,053 -5%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.13M 35,874 +1,241 +4%
MG
97
Mather Group
Illinois
$1.07M 34,098 +4,186 +14%
QC
98
Quent Capital
New York
$1.06M 33,577 +4,538 +16%
BWP
99
BSW Wealth Partners
Colorado
$1.04M 33,098 -4,588 -12%
EH
100
Equitable Holdings
New York
$1.04M 32,979 -1,539 -4%
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4
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