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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 %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$859K 25,530 +2,178 +9%
HR
127
Hardy Reed
Mississippi
$858K 25,510 +1,815 +8%
BCM
128
Brookstone Capital Management
Illinois
$816K 25,360 -427 -2%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$810K 24,082 -21,039 -47%
CB
130
Commerce Bank
Missouri
$802K 23,821 +3,070 +15%
RSWM
131
Robertson Stephens Wealth Management
California
$801K 23,724 +6,196 +35%
WAM
132
WNY Asset Management
New York
$787K 23,382 +23,382 New
LRWA
133
Long Run Wealth Advisors
New York
$786K 23,355 -1,227 -5%
CWM
134
Cranbrook Wealth Management
Michigan
$771K 22,915 – –
TDWM
135
Topel & Distasi Wealth Management
California
$770K 22,879 +1,295 +6%
VFA
136
Valeo Financial Advisors
Indiana
$769K 22,841 +929 +4%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$754K 22,399 +4,696 +27%
PWM
138
Perigon Wealth Management
California
$753K 22,364 -9,539 -30%
AssetMark Inc
139
AssetMark Inc
California
$735K 21,828 -13,237 -38%
DWT
140
Dorsey & Whitney Trust
South Dakota
$731K 21,726 -2,000 -8%
NW
141
NewEdge Wealth
Pennsylvania
$728K 21,626 +21,626 New
PHIC
142
Pine Haven Investment Counsel
Massachusetts
$689K 20,461 +920 +5%
KAS
143
Kestra Advisory Services
Texas
$685K 20,356 +845 +4%
TA
144
Trellis Advisors
Washington
$685K 20,356 +244 +1%
RZH
145
Relyea Zuckerberg Hanson
Connecticut
$681K 20,244 -926 -4%
DT
146
Diversified Trust
Tennessee
$678K 20,145 -3,546 -15%
PA
147
Planning Alternatives
Michigan
$673K 19,987 +964 +5%
RJT
148
Raymond James Trust
Florida
$665K 19,772 – –
CAM
149
Cresset Asset Management
Illinois
$644K 19,077 +29 +0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$637K 18,934 +6,842 +57%
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6
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