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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$11.6M
3
FGAM
3
Financial Gravity Asset Management
Texas
$5.34M
4
EWA
4
EP Wealth Advisors
California
$5.28M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.66M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BIAS
76
Beacon Investment Advisory Services
New Jersey
$2.17M 64,576 – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$2.04M 60,600 -11,985 -17%
HI
78
Harbour Investments
Wisconsin
$2.03M 60,348 +2,321 +4%
SC
79
Stephens Consulting
Michigan
$1.94M 57,761 +4,855 +9%
COCM
80
Charter Oak Capital Management
New Hampshire
$1.92M 57,066 +10,185 +22%
SA
81
Stewardship Advisors
Pennsylvania
$1.9M 56,459 -4,979 -8%
Stifel Financial
82
Stifel Financial
Missouri
$1.82M 54,038 -2,119 -4%
AF
83
Allworth Financial
California
$1.73M 51,317 +47,129 +1,125%
WCWM
84
Willow Creek Wealth Management
California
$1.7M 50,632 -3,093 -6%
AC
85
Apella Capital
Connecticut
$1.67M 49,630 +1,317 +3%
VCM
86
Vision Capital Management
Oregon
$1.65M 49,055 -8,467 -15%
OFG
87
Omega Financial Group
California
$1.65M 49,052 -5,752 -10%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$1.63M 48,411 -3,585 -7%
FF
89
Francis Financial
$1.61M 47,993 +2,262 +5%
CAN
90
Cetera Advisor Networks
California
$1.59M 47,399 +12,364 +35%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$1.59M 47,241 -5,384 -10%
MWM
92
Mascoma Wealth Management
New Hampshire
$1.58M 47,045 -3,942 -8%
RFC
93
Regions Financial Corp
Alabama
$1.58M 46,860 +1,549 +3%
HTC
94
Haverford Trust Company
Pennsylvania
$1.54M 45,638 – –
BEC
95
Blue Edge Capital
Virginia
$1.53M 45,323 -17,478 -28%
TC
96
Trilogy Capital
California
$1.52M 45,121 +1,517 +3%
BCM
97
Becker Capital Management
Oregon
$1.48M 43,676 -21,625 -33%
LWP
98
Laurel Wealth Planning
Minnesota
$1.41M 41,861 +1,544 +4%
OWA
99
One Wealth Advisors
California
$1.32M 39,218 -29,946 -43%
RJA
100
Raymond James & Associates
Florida
$1.28M 38,073 +2,015 +6%
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4
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