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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 %
Financial Engines Advisors
101
Financial Engines Advisors
California
$1.26M 38,415 +8,539 +29%
HGWM
102
Horst & Graben Wealth Management
Oregon
$1.26M 38,405 -3,935 -9%
RWA
103
Ropes Wealth Advisors
Massachusetts
$1.24M 37,847 +37,847 New
RJA
104
Raymond James & Associates
Florida
$1.23M 37,532 -66,043 -64%
Prudential Financial
105
Prudential Financial
New Jersey
$1.23M 37,530 -2,630 -7%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.22M 37,155 +10,834 +41%
TRCT
107
Tower Research Capital (TRC)
New York
$1.21M 36,663 -10 -0%
QC
108
Quent Capital
New York
$1.2M 36,589 +2,670 +8%
LWP
109
Laurel Wealth Planning
Minnesota
$1.19M 36,146 +8,626 +31%
SWG
110
Summit Wealth Group
Vermont
$1.15M 35,043 +464 +1%
WP
111
WealthSource Partners
California
$1.12M 33,938 -3,305 -9%
PGA
112
Portland Global Advisors
Maine
$1.09M 33,055 – –
HTC
113
Haverford Trust Company
Pennsylvania
$1.08M 32,832 +7,695 +31%
BF
114
Brooklyn FI
New York
$1.08M 1,935 -32,636 -94%
SHJ
115
Sharkey, Howes & Javer
Colorado
$1.07M 32,398 +4,509 +16%
WFAG
116
Wescott Financial Advisory Group
Pennsylvania
$1.06M 32,242 -152 -0.5%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$1.02M 30,918 -5,557 -15%
EH
118
Equitable Holdings
New York
$1.01M 30,637 -2,623 -8%
AssetMark Inc
119
AssetMark Inc
California
$1M 30,426 +4,897 +19%
GW
120
GW & Wade
Massachusetts
$994K 30,218 +12,118 +67%
CAM
121
Crestone Asset Management
Colorado
$993K 30,211 +5,571 +23%
WT
122
Whittier Trust
California
$979K 29,760 -821 -3%
BCM
123
Brookstone Capital Management
Illinois
$952K 28,255 -3,312 -10%
Cerity Partners
124
Cerity Partners
New York
$923K 28,062 +28,062 New
AAM
125
Autus Asset Management
Arizona
$892K 27,143 -75 -0.3%
3 4
5
6 7