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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
PHIC
151
Pine Haven Investment Counsel
Massachusetts
$694K 19,541 +2,110 +12%
KAS
152
Kestra Advisory Services
Texas
$693K 19,511 -4,093 -17%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$685K 19,281 +4,975 +35%
CWP
154
Concord Wealth Partners
Virginia
$680K 19,139 +1,741 +10%
CAM
155
Cresset Asset Management
Illinois
$677K 19,048 +19,048 New
RA
156
RFG Advisory
Alabama
$676K 19,039 +326 +2%
PA
157
Planning Alternatives
Michigan
$676K 19,023 – –
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$667K 18,777 -1,849 -9%
Empower Advisory Group
159
Empower Advisory Group
Colorado
$665K 18,721 +123 +0.7%
OCM
160
One Capital Management
California
$642K 18,076 +85 +0.5%
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$629K 17,703 – –
FWM
162
Fingerlakes Wealth Management
New York
$625K 17,599 +487 +3%
RSWM
163
Robertson Stephens Wealth Management
California
$623K 17,528 +17,528 New
CA
164
CGN Advisors
Kansas
$621K 17,492 -1,510 -8%
AWM
165
Axxcess Wealth Management
California
$613K 17,260 -1,421 -8%
AAS
166
Avantax Advisory Services
Texas
$590K 16,620 -54 -0.3%
BFA
167
Bragg Financial Advisors
North Carolina
$588K 16,559 +1,138 +7%
APW
168
Austin Private Wealth
Texas
$587K 16,512 +1,021 +7%
CGL
169
Clarius Group LLC
Washington
$581K 16,349 -1,141 -7%
MBT
170
Montecito Bank & Trust
California
$576K 16,216 – –
TCWA
171
Ten Capital Wealth Advisors
Washington
$574K 16,162 +16,162 New
ODIJL
172
One Day In July LLC
Vermont
$565K 15,909 +741 +5%
RRA
173
Round Rock Advisors
Connecticut
$565K 15,905 -434 -3%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$563K 15,855 +60 +0.4%
BDFN
175
Bond & Devick Financial Network
Minnesota
$563K 15,837 +43 +0.3%
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7
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