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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
76
Vision Capital Management
Oregon
$1.93M 58,666 +9,871 +20%
AWS
77
Atria Wealth Solutions
New York
$1.84M 55,987 -2,901 -5%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$1.77M 53,982 +9,498 +21%
KAS
79
Kestra Advisory Services
Texas
$1.76M 53,562 +9,959 +23%
SPIA
80
Steward Partners Investment Advisory
New York
$1.76M 53,432 +3,432 +7%
WCWM
81
Willow Creek Wealth Management
California
$1.76M 53,383 +20,154 +61%
MWM
82
Mascoma Wealth Management
New Hampshire
$1.75M 53,348 -1,309 -2%
RFC
83
Regions Financial Corp
Alabama
$1.75M 53,311 -1,303 -2%
MG
84
Mather Group
Illinois
$1.75M 53,099 +9,687 +22%
OFG
85
Omega Financial Group
California
$1.7M 51,680 +27,053 +110%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.65M 50,053 +37,017 +284%
IWM
87
Integris Wealth Management
California
$1.63M 49,718 +49,718 New
MAWA
88
Moss Adams Wealth Advisors
Washington
$1.63M 49,527 +49,527 New
SC
89
Stephens Consulting
Michigan
$1.63M 49,522 +7,438 +18%
ACA
90
Affinity Capital Advisors
California
$1.57M 47,831 -2,761 -5%
AC
91
Apella Capital
Connecticut
$1.5M 45,707 +6,385 +16%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$1.47M 44,854 +189 +0.4%
HI
93
Harbour Investments
Wisconsin
$1.46M 44,290 -3,564 -7%
COCM
94
Charter Oak Capital Management
New Hampshire
$1.4M 42,567 -6,364 -13%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$1.38M 42,063 +6,070 +17%
BWM
96
Baystate Wealth Management
Massachusetts
$1.38M 42,025 +4,817 +13%
PWM
97
Perigon Wealth Management
California
$1.38M 41,856 +345 +0.8%
TC
98
Trilogy Capital
California
$1.32M 40,087 -2,045 -5%
ST
99
Spinnaker Trust
Maine
$1.31M 39,971 +859 +2%
CAN
100
Cetera Advisor Networks
California
$1.29M 39,108 +19,810 +103%
2 3
4
5 6