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

322 hedge funds and large institutions have $1.02B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+57
Holders Change %
+21.51%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
177
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M
3
Goldman Sachs
3
Goldman Sachs
New York
$73M
4
Creative Planning
4
Creative Planning
Kansas
$39.7M
5
UBS Group
5
UBS Group
Switzerland
$18.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
OMC
3
Old Mission Capital
Illinois
$1.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.36M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VCS
176
Vaughan & Co Securities
New Jersey
$506K 12,546 – –
PCMC
177
Private Capital Management (Colorado)
Colorado
$495K 12,286 +613 +5%
OPS
178
Orion Portfolio Solutions
Nebraska
$488K 12,111 +2,671 +28%
ADL
179
Asset Dedication LLC
California
$481K 11,835 +3,349 +39%
CCM
180
Coldstream Capital Management
Washington
$478K 11,845 +10 +0.1%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
– – – –
AWA
182
Aaron Wealth Advisors
Illinois
$467K 11,592 +2,255 +24%
CAN
183
Cetera Advisor Networks
California
$462K 11,448 +748 +7%
PHIC
184
Pine Haven Investment Counsel
Massachusetts
$457K 11,341 +11,341 New
Financial Engines Advisors
185
Financial Engines Advisors
California
$452K 11,204 +1,110 +11%
VHAM
186
Van Hulzen Asset Management
California
$449K 11,138 +120 +1%
TFO
187
Tarbox Family Office
California
$447K 11,082 – –
CA
188
CGN Advisors
Kansas
$443K 10,988 +1,891 +21%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$440K 10,926 -351 -3%
MAG
190
Mokosak Advisory Group
Iowa
$440K 10,924 +1,395 +15%
MCM
191
Maryland Capital Management
Maryland
$433K 10,750 – –
BAM
192
Baldrige Asset Management
Pennsylvania
$431K 10,683 +971 +10%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$425K 10,530 -392 -4%
EBA
194
Eagle Bay Advisors
New York
$423K 10,501 +10,501 New
LWP
195
Laurel Wealth Planning
Minnesota
$414K 10,273 +6,163 +150%
CW
196
CreativeOne Wealth
Kansas
$411K 10,203 +2,790 +38%
PA
197
Planning Alternatives
Michigan
$411K 10,185 +2,811 +38%
MWM
198
Mission Wealth Management
California
$409K 10,138 +10,138 New
PGA
199
Portland Global Advisors
Maine
$407K 10,085 – –
IFAM
200
Institutional & Family Asset Management
Colorado
$405K 10,038 +56 +0.6%
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