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

250 hedge funds and large institutions have $713M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
250
Holders Change
+31
Holders Change %
+14.16%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
47
Increased
147
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M
2
Goldman Sachs
2
Goldman Sachs
New York
$57.2M
3
Northern Trust
3
Northern Trust
Illinois
$50.4M
4
M&T Bank
4
M&T Bank
New York
$14.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Vontobel Holding
3
Vontobel Holding
Switzerland
$30.1M
4
PBT
4
Pictet Bank & Trust
Bahamas
$0
5
TAS
5
TIFF Advisory Services
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFAS
101
Acorn Financial Advisory Services
Virginia
$643K 15,931 +15,931 New
CL
102
CPWM LLC
Washington
$640K 15,864 +4,094 +35%
MBT
103
Montecito Bank & Trust
California
$634K 15,716 – –
AIP
104
Ameritas Investment Partners
Nebraska
$633K 15,695 -142 -0.9%
APA
105
American Portfolios Advisors
New York
$608K 15,071 +1,573 +12%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$598K 15,181 +3,585 +31%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$597K 14,786 +1,780 +14%
SPIA
108
Steward Partners Investment Advisory
New York
$590K 14,619 +7,889 +117%
SFG
109
Sage Financial Group
Pennsylvania
$585K 14,492 -453 -3%
WCWM
110
Willow Creek Wealth Management
California
$585K 14,482 -366 -2%
BSWM
111
Boston Standard Wealth Management
Massachusetts
$555K 13,751 +2,738 +25%
SCA
112
Snowden Capital Advisors
New York
$547K 13,561 +13,561 New
HWA
113
Hilltop Wealth Advisors
North Carolina
$534K 13,230 +3,898 +42%
SFG
114
SNS Financial Group
Minnesota
$530K 13,136 +172 +1%
RA
115
RFG Advisory
Alabama
$523K 12,956 +468 +4%
CCG
116
Capital CS Group
California
$515K 12,757 +12,757 New
VCS
117
Vaughan & Co Securities
New Jersey
$506K 12,546 -881 -7%
APW
118
Austin Private Wealth
Texas
$505K 12,509 +3,277 +35%
ECM
119
Evergreen Capital Management
Washington
$488K 12,081 +3,339 +38%
PA
120
Parallel Advisors
California
$483K 11,970 +1,521 +15%
CCM
121
Coldstream Capital Management
Washington
$483K 11,985 +11,985 New
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
– – – –
PCA
123
Personal Capital Advisors
California
$470K 11,653 -2,104 -15%
CB
124
Commerce Bank
Missouri
$470K 11,630 +200 +2%
IWC
125
Integrated Wealth Concepts
Massachusetts
$461K 11,413 +11,413 New
3 4
5
6 7