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

355 hedge funds and large institutions have $983M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 117 reducing their positions, and 18 closing their positions.

Holders
355
Holders Change
+26
Holders Change %
+7.9%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
147
Reduced
117
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$10.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.42M
3
Franklin Resources
3
Franklin Resources
California
$7.93M
4
TF
4
TIAA FSB
Florida
$35.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.71M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.08M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
HIF
5
Hill Island Financial
Michigan
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BSWM
176
Boston Standard Wealth Management
Massachusetts
$505K 15,343 -32 -0.2%
IA
177
IFP Advisors
Florida
$500K 18,351 +2,426 +15%
SFP
178
Shepherd Financial Partners
Massachusetts
$496K 15,089 +15,089 New
BFA
179
Bragg Financial Advisors
North Carolina
$495K 15,057 +1,036 +7%
FFA
180
Farther Finance Advisors
California
$489K 14,886 +14,886 New
CAG
181
Curtis Advisory Group
California
$487K 14,802 +14,802 New
FWM
182
Fingerlakes Wealth Management
New York
$478K 14,527 +655 +5%
WA
183
Wealth Alliance
New York
$472K 14,368 -3,530 -20%
RZH
184
Relyea Zuckerberg Hanson
Connecticut
$470K 14,308 -347 -2%
CPIG
185
Chicago Partners Investment Group
Illinois
$469K 12,663 +3 +0%
MM
186
Main Management
California
$467K 14,195 – –
ODIJL
187
One Day In July LLC
Vermont
$466K 14,166 +3,513 +33%
AIP
188
Ameritas Investment Partners
Nebraska
$462K 14,037 -459 -3%
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
$460K 13,986 +6,979 +100%
AIM
190
Acropolis Investment Management
Missouri
$459K 13,946 – –
GIA
191
Goodwin Investment Advisory
Georgia
$455K 13,840 -2,389 -15%
AAS
192
Avantax Advisory Services
Texas
$454K 13,817 +1,467 +12%
FHA
193
First Horizon Advisors
Tennessee
$439K 13,345 -2,698 -17%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$437K 13,285 -391 -3%
NFP
195
NorthLanding Financial Partners
New York
$427K 12,994 +52 +0.4%
RIA
196
Regal Investment Advisors
Michigan
$422K 12,846 -1,098 -8%
CA
197
Cetera Advisors
Colorado
$422K 12,834 +12,834 New
ECM
198
Evergreen Capital Management
Washington
$421K 12,808 +210 +2%
JFA
199
JNBA Financial Advisors
Minnesota
$415K 12,631 -240 -2%
PFA
200
Pathway Financial Advisors
Vermont
$404K 12,274 -4,463 -27%
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