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

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.03M 32,707 +9,019 +38%
BF
102
Brooklyn FI
New York
$1.03M 1,112 -31,043 -97%
ADL
103
Asset Dedication LLC
California
$1.02M 32,347 +16,123 +99%
PWM
104
Perigon Wealth Management
California
$991K 31,449 -5,176 -14%
Franklin Resources
105
Franklin Resources
California
$982K 31,179 +4,331 +16%
WT
106
Whittier Trust
California
$964K 30,581 -2,992 -9%
WFAG
107
Wescott Financial Advisory Group
Pennsylvania
$959K 30,442 +2,818 +10%
WCWM
108
Willow Creek Wealth Management
California
$959K 30,454 +9,039 +42%
SWG
109
Summit Wealth Group
Vermont
$944K 29,960 +1,168 +4%
BCI
110
Brinker Capital Investments
Pennsylvania
$933K 29,616 -9,449 -24%
CAM
111
Crestone Asset Management
Colorado
$903K 28,675 +10,589 +59%
FA
112
Financial Advisors
Massachusetts
$894K 28,385 -10,552 -27%
RCG
113
Regatta Capital Group
California
$874K 27,738 +3,135 +13%
AAM
114
Autus Asset Management
Arizona
$865K 27,445 -103 -0.4%
APA
115
American Portfolios Advisors
New York
$850K 26,988 +130 +0.5%
HWA
116
Hilltop Wealth Advisors
North Carolina
$844K 26,808 +960 +4%
DT
117
Diversified Trust
Tennessee
$818K 25,973 -19,065 -42%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$802K 25,453 +1,865 +8%
HTC
119
Haverford Trust Company
Pennsylvania
$777K 24,657 +534 +2%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$771K 24,488 +373 +2%
T
121
TCWP
Ohio
$769K 24,431 -712 -3%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$760K 24,139 -3,850 -14%
LRWA
123
Long Run Wealth Advisors
New York
$730K 23,172 +2,079 +10%
Financial Engines Advisors
124
Financial Engines Advisors
California
$688K 21,847 +1,809 +9%
PGA
125
Portland Global Advisors
Maine
$688K 21,830 +8,655 +66%
3 4
5
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