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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$1.3M 36,472 +36,472 New
OPS
102
Orion Portfolio Solutions
Nebraska
$1.3M 36,472 +36,472 New
RJA
103
Raymond James & Associates
Florida
$1.28M 36,058 +7,721 +27%
OWM
104
Orgel Wealth Management
Wisconsin
$1.28M 35,926 +35,926 New
AssetMark Inc
105
AssetMark Inc
California
$1.25M 35,065 +6,662 +23%
CAN
106
Cetera Advisor Networks
California
$1.24M 35,035 +365 +1%
ACA
107
Affinity Capital Advisors
California
$1.22M 34,307 -10,712 -24%
WFAG
108
Wescott Financial Advisory Group
Pennsylvania
$1.22M 34,238 +238 +0.7%
PGA
109
Portland Global Advisors
Maine
$1.2M 33,675 +190 +0.6%
GC
110
Grimes & Company
Massachusetts
$1.19M 33,470 +33,470 New
Cerity Partners
111
Cerity Partners
New York
$1.18M 33,276 +1,187 +4%
HGWM
112
Horst & Graben Wealth Management
Oregon
$1.17M 32,865 -235 -0.7%
PWM
113
Perigon Wealth Management
California
$1.13M 31,903 -6,825 -18%
LSAG
114
Lake Street Advisors Group
New Hampshire
$1.13M 31,813 +7,278 +30%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.13M 31,680 -28,333 -47%
SWG
116
Summit Wealth Group
Vermont
$1.1M 30,962 -1,188,259 -97%
BIA
117
Bell Investment Advisors
California
$1.1M 30,845 +3,155 +11%
QC
118
Quent Capital
New York
$1.07M 30,083 +139 +0.5%
CPIG
119
Chicago Partners Investment Group
Illinois
$1.06M 28,917 +13,261 +85%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.06M 29,840 +4,855 +19%
WT
121
Whittier Trust
California
$1.06M 29,760 – –
PA
122
Parallel Advisors
California
$1.04M 29,263 -2,822 -9%
GW
123
GW & Wade
Massachusetts
$1.03M 28,931 -77 -0.3%
Prudential Financial
124
Prudential Financial
New Jersey
$1.01M 28,497 -186 -0.6%
BWM
125
Baystate Wealth Management
Massachusetts
$999K 28,129 -12,151 -30%
3 4
5
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