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

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
151
Tarbox Family Office
California
$432K 11,082 +789 +8%
VHAM
152
Van Hulzen Asset Management
California
$430K 11,018 +248 +2%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$426K 10,922 +1,415 +15%
MCM
154
Maryland Capital Management
Maryland
$419K 10,750 +1,250 +13%
CCG
155
Capital CS Group
California
$418K 10,531 -2,226 -17%
CAN
156
Cetera Advisor Networks
California
$417K 10,700 +3,075 +40%
MM
157
Main Management
California
$409K 10,473 +686 +7%
PGA
158
Portland Global Advisors
Maine
$393K 10,085 +185 +2%
Financial Engines Advisors
159
Financial Engines Advisors
California
$393K 10,094 +10,094 New
BFA
160
Bragg Financial Advisors
North Carolina
$389K 9,983 – –
IFAM
161
Institutional & Family Asset Management
Colorado
$389K 9,982 +1,155 +13%
GWA
162
GGM Wealth Advisors
Maryland
$381K 9,250 – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$380K 9,729 +759 +8%
BAM
164
Baldrige Asset Management
Pennsylvania
$379K 9,712 +752 +8%
MAG
165
Mokosak Advisory Group
Iowa
$372K 9,529 +318 +3%
OPS
166
Orion Portfolio Solutions
Nebraska
$368K 9,440 +3,916 +71%
AWA
167
Aaron Wealth Advisors
Illinois
$364K 9,337 – –
BJ
168
Brouwer & Janachowski
California
$361K 9,263 +169 +2%
CPIG
169
Chicago Partners Investment Group
Illinois
$359K 8,473 +8,473 New
ODIJL
170
One Day In July LLC
Vermont
$357K 9,140 -250 -3%
SWA
171
Sax Wealth Advisors
New Jersey
$357K 9,160 – –
CA
172
CGN Advisors
Kansas
$355K 9,097 -7,544 -45%
CRWM
173
Castle Rock Wealth Management
California
$355K 8,297 +1,503 +22%
BBA
174
BLB&B Advisors
Pennsylvania
$340K 8,725 -390 -4%
PPW
175
Parcion Private Wealth
Washington
$340K 8,428 +1,519 +22%
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