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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 %
SHJ
126
Sharkey, Howes & Javer
Colorado
$980K 27,602 +424 +2%
WDL
127
Well Done LLC
Michigan
$966K 27,200 – –
WP
128
WealthSource Partners
California
$963K 27,099 -1,381 -5%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$948K 26,700 -681 -2%
NCM
130
Northland Capital Management
Minnesota
$937K 26,369 -1,308 -5%
BCM
131
Brookstone Capital Management
Illinois
$907K 25,787 -281 -1%
CWM
132
Congress Wealth Management
Massachusetts
$905K 25,490 +562 +2%
DI
133
DFPG Investments
Utah
$897K 24,124 -1,698 -7%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$897K 25,263 -129 -0.5%
LRWA
135
Long Run Wealth Advisors
New York
$873K 24,582 -68 -0.3%
SPIA
136
Steward Partners Investment Advisory
New York
$862K 24,256 -25,206 -51%
DWT
137
Dorsey & Whitney Trust
South Dakota
$843K 23,726 -82 -0.3%
HR
138
Hardy Reed
Mississippi
$842K 23,695 – –
DT
139
Diversified Trust
Tennessee
$842K 23,691 -3,352 -12%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$829K 23,352 +3,905 +20%
AA
141
Addison Advisors
Vermont
$827K 23,275 +961 +4%
CWM
142
Cranbrook Wealth Management
Michigan
$814K 22,915 +965 +4%
T
143
TCWP
Ohio
$804K 22,635 +1,071 +5%
VFA
144
Valeo Financial Advisors
Indiana
$778K 21,912 +7 +0%
TDWM
145
Topel & Distasi Wealth Management
California
$767K 21,584 +451 +2%
RZH
146
Relyea Zuckerberg Hanson
Connecticut
$752K 21,170 +3,144 +17%
CB
147
Commerce Bank
Missouri
$737K 20,751 -465 -2%
TA
148
Trellis Advisors
Washington
$714K 20,112 +90 +0.4%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$709K 20,057 -272 -1%
RJT
150
Raymond James Trust
Florida
$702K 19,772 – –
4 5
6
7 8