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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
76
Franklin Resources
California
$2.17M 61,061 +3,472 +6%
MG
77
Mather Group
Illinois
$2.16M 60,772 +1,504 +3%
HI
78
Harbour Investments
Wisconsin
$2.06M 58,027 +5,991 +12%
VCM
79
Vision Capital Management
Oregon
$2.04M 57,522 +653 +1%
Stifel Financial
80
Stifel Financial
Missouri
$1.99M 56,157 +3,875 +7%
IWM
81
Integris Wealth Management
California
$1.99M 55,980 +3,359 +6%
OFG
82
Omega Financial Group
California
$1.95M 54,804 +254 +0.5%
WCWM
83
Willow Creek Wealth Management
California
$1.91M 53,725 +620 +1%
AWS
84
Atria Wealth Solutions
New York
$1.9M 53,457 +4,645 +10%
SC
85
Stephens Consulting
Michigan
$1.88M 52,906 +1,019 +2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.87M 52,625 +62 +0.1%
MWM
87
Mascoma Wealth Management
New Hampshire
$1.86M 50,987 -2,847 -5%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$1.85M 51,996 -884 -2%
AC
89
Apella Capital
Connecticut
$1.72M 48,313 +48,313 New
COCM
90
Charter Oak Capital Management
New Hampshire
$1.67M 46,881 +2,731 +6%
FF
91
Francis Financial
$1.62M 45,731 +7,292 +19%
HTC
92
Haverford Trust Company
Pennsylvania
$1.62M 45,638 +8,591 +23%
RFC
93
Regions Financial Corp
Alabama
$1.61M 45,311 -8,691 -16%
TC
94
Trilogy Capital
California
$1.6M 43,604 +2,468 +6%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$1.6M 45,121 -3,304 -7%
IWC
96
Integrated Wealth Concepts
Massachusetts
$1.48M 41,531 +3,233 +8%
LWP
97
Laurel Wealth Planning
Minnesota
$1.43M 40,317 -1,314 -3%
CAM
98
Crestone Asset Management
Colorado
$1.37M 38,579 +5,604 +17%
SFG
99
Sage Financial Group
Pennsylvania
$1.32M 37,221 +4,123 +12%
CAG
100
Curtis Advisory Group
California
$1.31M 36,926 +3,366 +10%
2 3
4
5 6