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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RZH
151
Relyea Zuckerberg Hanson
Connecticut
$614K 16,823 -323 -2%
KFSC
152
Keystone Financial Services (Colorado)
Colorado
$612K 15,184 +15,184 New
AIP
153
Ameritas Investment Partners
Nebraska
$611K 15,155 -373 -2%
GC
154
Garde Capital
Washington
$610K 15,118 +15,118 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$604K 14,989 +14,989 New
SB
156
Strategic Blueprint
Georgia
$601K 14,915 +3,488 +31%
CL
157
CPWM LLC
Washington
$593K 15,191 – –
BSWM
158
Boston Standard Wealth Management
Massachusetts
$584K 14,493 +56 +0.4%
CAM
159
Crestone Asset Management
Colorado
$573K 14,223 +14,223 New
MM
160
Main Management
California
$572K 14,195 +3,722 +36%
SCA
161
Snowden Capital Advisors
New York
$570K 14,161 +76 +0.5%
RRA
162
Round Rock Advisors
Connecticut
$563K 13,953 +13,953 New
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$562K 13,924 +902 +7%
OCM
164
One Capital Management
California
$558K 13,842 +5,857 +73%
DWT
165
Dorsey & Whitney Trust
South Dakota
$552K 13,700 +1,000 +8%
AIM
166
Acropolis Investment Management
Missouri
$542K 13,441 +10,561 +367%
CWP
167
Concord Wealth Partners
Virginia
$541K 13,420 +5,501 +69%
BDFN
168
Bond & Devick Financial Network
Minnesota
$538K 13,354 +1,949 +17%
D
169
Dentgroup
Louisiana
$538K 13,337 +13,337 New
FPF
170
First Pacific Financial
Washington
$538K 13,347 +13,347 New
ECM
171
Evergreen Capital Management
Washington
$536K 13,293 +1,062 +9%
PSUF
172
People's United Financial
Connecticut
$513K 12,725 -20,419 -62%
PFA
173
Pathway Financial Advisors
Vermont
$510K 13,698 +13,698 New
TDWM
174
Topel & Distasi Wealth Management
California
$509K 12,627 +12,627 New
GWM
175
Grand Wealth Management
Michigan
$507K 12,583 +12,583 New
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7
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