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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$66.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.4M
5
MIS
5
Morningstar Investment Services
Illinois
$8.38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$711K 18,716 -144,309 -89%
NA
152
NewEdge Advisors
Louisiana
$709K 18,994 +6,865 +57%
CGL
153
Clarius Group LLC
Washington
$709K 18,650 +3,339 +22%
GC
154
Grimes & Company
Massachusetts
$706K 18,564 +32 +0.2%
TRCT
155
Tower Research Capital (TRC)
New York
$701K 18,440 +9,447 +105%
OCM
156
One Capital Management
California
$697K 18,326 +95 +0.5%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$687K 18,078 -627 -3%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$679K 17,868 -71 -0.4%
RSWM
159
Robertson Stephens Wealth Management
California
$679K 17,863 -5,861 -25%
AGWCA
160
Annis Gardner Whiting Capital Advisors
Florida
$669K 17,604 +29 +0.2%
RA
161
RFG Advisory
Alabama
$669K 17,594 -387 -2%
FWM
162
Fingerlakes Wealth Management
New York
$665K 17,491 -503 -3%
ODIJL
163
One Day In July LLC
Vermont
$664K 17,474 +614 +4%
FTUS
164
Flow Traders U.S.
New York
$664K 17,475 +17,475 New
BFA
165
Bragg Financial Advisors
North Carolina
$661K 17,400 +1,266 +8%
AA
166
Aufman Associates
Pennsylvania
$648K 17,053 -234 -1%
NCM
167
Northland Capital Management
Minnesota
$642K 16,877 -683 -4%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$638K 16,792 +1,067 +7%
TW
169
Towerpoint Wealth
California
$635K 16,699 -696 -4%
RRA
170
Round Rock Advisors
Connecticut
$623K 16,397 -152 -0.9%
MBT
171
Montecito Bank & Trust
California
$616K 16,216 – –
AIM
172
Acropolis Investment Management
Missouri
$596K 15,680 +610 +4%
SFG
173
SNS Financial Group
Minnesota
$595K 15,654 +310 +2%
BDFN
174
Bond & Devick Financial Network
Minnesota
$585K 15,390 -487 -3%
SFP
175
Shepherd Financial Partners
Massachusetts
$572K 15,048 +549 +4%
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7
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