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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 %
CAN
126
Claraphi Advisory Network
United States
$888K 26,994 +13,432 +99%
BCI
127
Brinker Capital Investments
Pennsylvania
$871K 26,477 -8,109 -23%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$869K 26,433 -1,944 -7%
LRWA
129
Long Run Wealth Advisors
New York
$865K 26,317 +2,350 +10%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K 26,208 -698 -3%
DT
131
Diversified Trust
Tennessee
$854K 25,973 – –
NCM
132
Northland Capital Management
Minnesota
$844K 25,671 -8,120 -24%
HWA
133
Hilltop Wealth Advisors
North Carolina
$825K 25,077 +1,753 +8%
WDL
134
Well Done LLC
Michigan
$800K 27,200 – –
HR
135
Hardy Reed
Mississippi
$779K 23,684 +1,872 +9%
MD
136
Money Design
Japan
$777K 23,644 +23,644 New
BIA
137
Bell Investment Advisors
California
$750K 22,812 -1,433 -6%
T
138
TCWP
Ohio
$750K 22,797 -1,883 -8%
CWM
139
Congress Wealth Management
Massachusetts
$731K 22,224 +1,555 +8%
LSAG
140
Lake Street Advisors Group
New Hampshire
$720K 21,896 +21,896 New
CWM
141
Cranbrook Wealth Management
Michigan
$715K 21,755 +136 +0.6%
DC
142
DeDora Capital
California
$699K 21,247 +2,896 +16%
RA
143
RFG Advisory
Alabama
$690K 18,545 +2,160 +13%
PSCM
144
Per Stirling Capital Management
Texas
$690K 20,998 +20,998 New
CB
145
Commerce Bank
Missouri
$685K 20,826 -205 -1%
AWM
146
Axxcess Wealth Management
California
$679K 20,650 -420 -2%
SFG
147
Sage Financial Group
Pennsylvania
$679K 20,642 +2,129 +12%
TA
148
Trellis Advisors
Washington
$663K 20,156 +275 +1%
RJT
149
Raymond James Trust
Florida
$650K 19,772 – –
Morgan Stanley
150
Morgan Stanley
New York
$641K 19,507 +858 +5%
4 5
6
7 8