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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
126
Well Done LLC
Michigan
$1.03M 27,200 – –
ACA
127
Affinity Capital Advisors
California
$989K 26,029 -1,941 -7%
HR
128
Hardy Reed
Mississippi
$970K 25,510 – –
RJT
129
Raymond James Trust
Florida
$963K 25,323 +5,551 +28%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$960K 25,257 +2,858 +13%
PA
131
Parallel Advisors
California
$947K 24,906 -4,198 -14%
IWC
132
Integrated Wealth Concepts
Massachusetts
$939K 24,692 -7,094 -22%
CWM
133
Cranbrook Wealth Management
Michigan
$896K 23,577 +662 +3%
BCM
134
Brookstone Capital Management
Illinois
$892K 23,473 -1,887 -7%
CB
135
Commerce Bank
Missouri
$892K 23,466 -355 -1%
VFA
136
Valeo Financial Advisors
Indiana
$888K 23,350 +509 +2%
KAS
137
Kestra Advisory Services
Texas
$881K 23,181 +2,825 +14%
LRWA
138
Long Run Wealth Advisors
New York
$879K 23,136 -219 -0.9%
TDWM
139
Topel & Distasi Wealth Management
California
$868K 22,848 -31 -0.1%
RBA
140
Richard Bernstein Advisors
New York
$857K 22,547 -3,098 -12%
WAM
141
WNY Asset Management
New York
$820K 21,579 -1,803 -8%
NW
142
NewEdge Wealth
Pennsylvania
$817K 21,484 -142 -0.7%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$805K 21,188 +2,254 +12%
BCI
144
Brinker Capital Investments
Pennsylvania
$799K 21,346 -7,042 -25%
OPS
145
Orion Portfolio Solutions
Nebraska
$799K 21,346 -7,042 -25%
PHIC
146
Pine Haven Investment Counsel
Massachusetts
$788K 20,740 +279 +1%
DWT
147
Dorsey & Whitney Trust
South Dakota
$788K 20,726 -1,000 -5%
DT
148
Diversified Trust
Tennessee
$758K 19,945 -200 -1%
TFM
149
Trademark Financial Management
Minnesota
$758K 19,939 +19,939 New
PA
150
Planning Alternatives
Michigan
$736K 19,368 -619 -3%
4 5
6
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