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

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
151
DeDora Capital
California
$563K 18,351 – –
GW
152
GW & Wade
Massachusetts
$555K 18,100 +1,509 +9%
WA
153
Wealth Alliance
New York
$549K 17,898 -211 -1%
RP
154
Riverwater Partners
Wisconsin
$549K 17,898 +458 +3%
SFG
155
SNS Financial Group
Minnesota
$549K 17,885 +880 +5%
DWT
156
Dorsey & Whitney Trust
South Dakota
$548K 17,874 +2,130 +14%
RA
157
RFG Advisory
Alabama
$546K 16,385 -436 -3%
CL
158
CPWM LLC
Washington
$542K 17,666 +6,906 +64%
BPA
159
Beacon Pointe Advisors
California
$538K 17,537 -1,188 -6%
FPF
160
First Pacific Financial
Washington
$538K 17,538 +5,915 +51%
APA
161
American Portfolios Advisors
New York
$537K 17,523 -9,465 -35%
TDWM
162
Topel & Distasi Wealth Management
California
$537K 15,565 +1,469 +10%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$535K 17,430 +17,430 New
AA
164
Addison Advisors
Vermont
$523K 17,064 -765 -4%
AFAS
165
Acorn Financial Advisory Services
Virginia
$521K 16,988 – –
OCM
166
One Capital Management
California
$513K 16,774 +499 +3%
PFA
167
Pathway Financial Advisors
Vermont
$513K 16,737 +2,519 +18%
SCA
168
Snowden Capital Advisors
New York
$509K 16,613 +2,374 +17%
RRA
169
Round Rock Advisors
Connecticut
$501K 16,338 – –
EPP
170
ETF Portfolio Partners
Kansas
$501K 16,333 +264 +2%
GIA
171
Goodwin Investment Advisory
Georgia
$498K 16,229 +1,811 +13%
MBT
172
Montecito Bank & Trust
California
$497K 16,216 – –
FHA
173
First Horizon Advisors
Tennessee
$491K 16,043 -365 -2%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$489K 15,937 +137 +0.9%
PHIC
175
Pine Haven Investment Counsel
Massachusetts
$473K 15,416 +370 +2%
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7
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