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

329 hedge funds and large institutions have $889M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
179
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$53.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
TF
3
TIAA FSB
Florida
$29M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.12M
5
HIF
5
Hill Island Financial
Michigan
$6.4M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$15.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$855K
3
RWP
3
RWA Wealth Partners
Massachusetts
$216K
4
Creative Planning
4
Creative Planning
Kansas
$30.8M
5
LPL Financial
5
LPL Financial
California
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
176
Boston Standard Wealth Management
Massachusetts
$472K +$1.5K +49 +0.3%
NYLIM
177
New York Life Investment Management
New York
$464K +$257K +8,394 +124%
RZH
178
Relyea Zuckerberg Hanson
Connecticut
$449K +$14.6K +478 +3%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$448K +$160K +5,204 +55%
AIP
180
Ameritas Investment Partners
Nebraska
$444K -$1.01K -33 -0.2%
BDFN
181
Bond & Devick Financial Network
Minnesota
$443K +$1.32K +43 +0.3%
MM
182
Main Management
California
$435K – – –
IA
183
IFP Advisors
Florida
$433K +$97K +3,569 +29%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$433K +$138K +4,386 +47%
BFA
185
Bragg Financial Advisors
North Carolina
$430K +$1.07K +35 +0.3%
AIM
186
Acropolis Investment Management
Missouri
$428K – – –
RIA
187
Regal Investment Advisors
Michigan
$428K +$4.67K +152 +1%
FWM
188
Fingerlakes Wealth Management
New York
$425K +$42.7K +1,393 +11%
CPIG
189
Chicago Partners Investment Group
Illinois
$421K +$153K +4,611 +57%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$419K +$419K +13,676 New
CAN
191
Claraphi Advisory Network
United States
$416K -$1.23K -40 -0.3%
OWM
192
Orgel Wealth Management
Wisconsin
$413K +$413K +13,473 New
LNC
193
Lincoln National Corp
Pennsylvania
$400K +$2K +65 +0.5%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$400K +$388K +12,661 +3,376%
NFP
195
NorthLanding Financial Partners
New York
$397K +$397K +12,942 New
AT
196
American Trust
Kentucky
$397K +$397K +12,956 New
SB
197
Strategic Blueprint
Georgia
$396K -$37.8K -1,234 -9%
JFA
198
JNBA Financial Advisors
Minnesota
$395K -$41.2K -1,342 -9%
OPS
199
Orion Portfolio Solutions
Nebraska
$391K +$38.8K +1,264 +11%
ECM
200
Evergreen Capital Management
Washington
$386K +$29.6K +965 +8%
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8
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