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

265 hedge funds and large institutions have $814M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+15
Holders Change %
+6%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
171
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$157M
2
CFG
2
Citizens Financial Group
Rhode Island
$25.9M
3
Creative Planning
3
Creative Planning
Kansas
$30.6M
4
Northern Trust
4
Northern Trust
Illinois
$54.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.86M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$8.51K
2
FT
2
Fiduciary Trust
Massachusetts
$30.3M
3
Jane Street
3
Jane Street
New York
$0
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$27.9M
5
UBS Group
5
UBS Group
Switzerland
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$331K 8,486 +2,401 +39%
BSB
177
Bangor Savings Bank
Maine
$327K 8,379 +122 +1%
SHWM
178
Silicon Hills Wealth Management
Texas
$320K 8,207 +2,586 +46%
DC
179
DeDora Capital
California
$317K 8,126 – –
EGWAG
180
Elwood & Goetz Wealth Advisory Group
Georgia
$314K 8,054 +8,054 New
EPP
181
ETF Portfolio Partners
Kansas
$312K 8,008 -265 -3%
OCM
182
One Capital Management
California
$311K 7,985 +1,500 +23%
CWP
183
Concord Wealth Partners
Virginia
$309K 7,919 +3,628 +85%
SFO
184
Stokes Family Office
Louisiana
$306K 7,850 – –
CFD
185
Creative Financial Designs
Indiana
$302K 7,753 +782 +11%
HWMG
186
Hurlow Wealth Management Group
Indiana
$297K 7,617 +7,617 New
CW
187
CreativeOne Wealth
Kansas
$289K 7,413 +1,831 +33%
PA
188
Planning Alternatives
Michigan
$288K 7,374 – –
EWA
189
ERTS Wealth Advisors
Michigan
$284K 7,286 -2,507 -26%
OWA
190
Opal Wealth Advisors
New York
$281K 7,199 +995 +16%
AssetMark Inc
191
AssetMark Inc
California
$277K 7,097 +88 +1%
WANY
192
Wealthspire Advisors (New York)
New York
$258K 6,607 +6,607 New
SCM
193
Stordahl Capital Management
Colorado
$257K 6,596 – –
FA
194
Fountainhead AM
New Jersey
$257K 6,584 +6,584 New
T
195
TrueFG
Texas
$255K 6,251 +745 +14%
TA
196
Trellis Advisors
Washington
$241K 6,189 +6,189 New
FCIM
197
Fairview Capital Investment Management
California
$240K 6,175 +6,175 New
HHGA
198
Halbert Hargrove Global Advisors
California
$236K 6,042 +10 +0.2%
REMPR
199
Roof Eidam Maycock Peralta (REMP)
California
$235K 6,025 -880 -13%
AAS
200
Avantax Advisory Services
Texas
$231K 5,896 +5,896 New
6 7
8
9 10