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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$187M
2
Goldman Sachs
2
Goldman Sachs
New York
$73M
3
Creative Planning
3
Creative Planning
Kansas
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$18.6M
5
Truist Financial
5
Truist Financial
North Carolina
$8.29M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
126
GW & Wade
Massachusetts
$809K 20,053 +1,620 +9%
IWC
127
Integrated Wealth Concepts
Massachusetts
$769K 19,082 +7,235 +61%
BIA
128
Bell Investment Advisors
California
$762K 18,899 +2,245 +13%
HWA
129
Hilltop Wealth Advisors
North Carolina
$761K 18,883 +2,406 +15%
LRWA
130
Long Run Wealth Advisors
New York
$754K 18,840 +18,840 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$751K 18,615 -249 -1%
RP
132
Riverwater Partners
Wisconsin
$739K 18,326 +18,326 New
PCA
133
Personal Capital Advisors
California
$725K 17,975 -435 -2%
BF
134
Brooklyn FI
New York
$723K 17,929 +17,929 New
CWM
135
Cranbrook Wealth Management
Michigan
$706K 17,516 +315 +2%
GIA
136
Goodwin Investment Advisory
Georgia
$706K 17,450 +2,273 +15%
AFAS
137
Acorn Financial Advisory Services
Virginia
$700K 17,368 – –
RIA
138
Regal Investment Advisors
Michigan
$694K 17,216 +3,504 +26%
CB
139
Commerce Bank
Missouri
$685K 16,991 +4,716 +38%
SFG
140
Sage Financial Group
Pennsylvania
$671K 16,638 +1,485 +10%
SFG
141
SNS Financial Group
Minnesota
$666K 16,520 +1,182 +8%
RJT
142
Raymond James Trust
Florida
$664K 16,474 – –
TRCT
143
Tower Research Capital (TRC)
New York
$660K 16,377 -16,155 -50%
DL
144
DOHJ LLC
Washington
$659K 16,344 +3,223 +25%
PA
145
Parallel Advisors
California
$652K 16,165 +3,207 +25%
AWM
146
Axxcess Wealth Management
California
$651K 16,135 +16,135 New
QCM
147
Quest Capital Management
Texas
$646K 16,024 – –
MBT
148
Montecito Bank & Trust
California
$634K 15,716 – –
FHA
149
First Horizon Advisors
Tennessee
$618K 15,342 +2,103 +16%
EPP
150
ETF Portfolio Partners
Kansas
$615K 15,260 +7,252 +91%
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