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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$638K 19,411 -13,252 -41%
CA
152
CGN Advisors
Kansas
$633K 19,241 +836 +5%
CWP
153
Concord Wealth Partners
Virginia
$631K 19,177 +616 +3%
PA
154
Planning Alternatives
Michigan
$625K 19,023 +586 +3%
APW
155
Austin Private Wealth
Texas
$623K 18,948 -1,945 -9%
MWM
156
Modera Wealth Management
New Jersey
$621K 18,896 +10,758 +132%
PCA
157
Personal Capital Advisors
California
$612K 18,598 +167 +0.9%
SFG
158
SNS Financial Group
Minnesota
$604K 18,365 +480 +3%
DWT
159
Dorsey & Whitney Trust
South Dakota
$587K 17,841 -33 -0.2%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$577K 17,563 +133 +0.8%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$577K 17,551 +2,945 +20%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$563K 15,863 +2,093 +15%
RP
163
Riverwater Partners
Wisconsin
$559K 17,014 -884 -5%
AA
164
Addison Advisors
Vermont
$550K 16,719 -345 -2%
OCM
165
One Capital Management
California
$545K 16,581 -193 -1%
PHIC
166
Pine Haven Investment Counsel
Massachusetts
$543K 16,516 +1,100 +7%
EPP
167
ETF Portfolio Partners
Kansas
$541K 16,457 +124 +0.8%
RRA
168
Round Rock Advisors
Connecticut
$537K 16,339 +1 +0%
CGL
169
Clarius Group LLC
Washington
$534K 16,255 +16,255 New
MBT
170
Montecito Bank & Trust
California
$533K 16,216 – –
Bank of New York Mellon
171
Bank of New York Mellon
New York
$532K 16,169 +4,419 +38%
AWM
172
AE Wealth Management
Kansas
$530K 16,129 -2,994 -16%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$528K 16,062 +125 +0.8%
TDWM
174
Topel & Distasi Wealth Management
California
$519K 15,790 +225 +1%
BDFN
175
Bond & Devick Financial Network
Minnesota
$518K 15,768 +1,309 +9%
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