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

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
76
Affinity Capital Advisors
California
$1.55M 50,592 -2,134 -4%
PAG
77
Private Advisor Group
New Jersey
$1.55M 50,546 +1,843 +4%
SPIA
78
Steward Partners Investment Advisory
New York
$1.53M 50,000 +238 +0.5%
HI
79
Harbour Investments
Wisconsin
$1.51M 47,854 – –
COCM
80
Charter Oak Capital Management
New Hampshire
$1.5M 48,931 -202 -0.4%
VCM
81
Vision Capital Management
Oregon
$1.5M 48,795 -1,355 -3%
Franklin Resources
82
Franklin Resources
California
$1.44M 46,911 +15,732 +50%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.38M 45,061 -8,166 -15%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$1.37M 44,665 +8,184 +22%
ADL
85
Asset Dedication LLC
California
$1.37M 44,584 +12,237 +38%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.36M 44,484 +1,593 +4%
BWP
87
BSW Wealth Partners
Colorado
$1.34M 43,730 +10,632 +32%
KAS
88
Kestra Advisory Services
Texas
$1.34M 43,603 -948 -2%
MG
89
Mather Group
Illinois
$1.33M 43,412 +9,314 +27%
HGWM
90
Horst & Graben Wealth Management
Oregon
$1.3M 42,340 +312 +0.7%
TC
91
Trilogy Capital
California
$1.29M 42,132 +860 +2%
SC
92
Stephens Consulting
Michigan
$1.29M 42,084 -2,624 -6%
PWM
93
Perigon Wealth Management
California
$1.27M 41,511 +10,062 +32%
Prudential Financial
94
Prudential Financial
New Jersey
$1.24M 40,160 -1,129 -3%
AC
95
Apella Capital
Connecticut
$1.21M 39,322 +2,444 +7%
ST
96
Spinnaker Trust
Maine
$1.2M 39,112 +1,922 +5%
WP
97
WealthSource Partners
California
$1.14M 37,243 -889 -2%
BWM
98
Baystate Wealth Management
Massachusetts
$1.14M 37,208 -520 -1%
TRCT
99
Tower Research Capital (TRC)
New York
$1.13M 36,673 +35,176 +2,350%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.12M 36,475 +601 +2%
2 3
4
5 6