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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 %
QC
101
Quent Capital
New York
$1.28M 38,070 +7,987 +27%
SFG
102
Sage Financial Group
Pennsylvania
$1.26M 37,492 +271 +0.7%
CAM
103
Crestone Asset Management
Colorado
$1.23M 36,606 -1,973 -5%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.19M 35,351 +1,113 +3%
WT
105
Whittier Trust
California
$1.18M 34,951 +5,191 +17%
CA
106
CGN Advisors
Kansas
$1.16M 34,481 +16,989 +97%
PGA
107
Portland Global Advisors
Maine
$1.13M 33,675 – –
LSAG
108
Lake Street Advisors Group
New Hampshire
$1.07M 31,813 – –
IWC
109
Integrated Wealth Concepts
Massachusetts
$1.07M 31,786 -9,745 -23%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.05M 33,321 +4,404 +15%
SWG
111
Summit Wealth Group
Vermont
$1.05M 31,045 +83 +0.3%
BIA
112
Bell Investment Advisors
California
$1.03M 30,474 -371 -1%
OWM
113
Orgel Wealth Management
Wisconsin
$1.01M 30,001 -5,925 -16%
PA
114
Parallel Advisors
California
$979K 29,104 -159 -0.5%
CWM
115
Congress Wealth Management
Massachusetts
$976K 29,019 +3,529 +14%
GW
116
GW & Wade
Massachusetts
$974K 28,930 -1 -0%
BWM
117
Baystate Wealth Management
Massachusetts
$961K 28,555 +426 +2%
OPS
118
Orion Portfolio Solutions
Nebraska
$955K 28,388 -8,084 -22%
BCI
119
Brinker Capital Investments
Pennsylvania
$955K 28,388 -8,084 -22%
ACA
120
Affinity Capital Advisors
California
$941K 27,970 -6,337 -18%
WDL
121
Well Done LLC
Michigan
$915K 27,200 – –
AWS
122
Atria Wealth Solutions
New York
$893K 26,439 -27,018 -51%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$885K 26,310 -390 -1%
AA
124
Addison Advisors
Vermont
$865K 25,710 +2,435 +10%
RBA
125
Richard Bernstein Advisors
New York
$863K 25,645 +25,645 New
3 4
5
6 7