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

359 hedge funds and large institutions have $1.09B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
163
Reduced
110
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$48.6M
2
MWM
2
Modera Wealth Management
New Jersey
$7.16M
3
DF
3
Dunhill Financial
United Kingdom
$5.98M
4
LGWM
4
Litman Gregory Wealth Management
California
$5.39M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.81M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$12M
3
M&T Bank
3
M&T Bank
New York
$19.9M
4
I
4
IMPACTfolio
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
176
Aufman Associates
Pennsylvania
$558K 15,717 +554 +4%
MPW
177
MA Private Wealth
California
$546K 15,358 +34 +0.2%
AIM
178
Acropolis Investment Management
Missouri
$539K 15,176 +360 +2%
SFG
179
SNS Financial Group
Minnesota
$527K 14,834 -1,198 -7%
SW
180
SVB Wealth
Massachusetts
$522K 14,698 -44 -0.3%
SFP
181
Shepherd Financial Partners
Massachusetts
$520K 14,642 -263 -2%
Morgan Stanley
182
Morgan Stanley
New York
$517K 14,550 -5,321 -27%
AIP
183
Ameritas Investment Partners
Nebraska
$514K 14,462 +520 +4%
RP
184
Riverwater Partners
Wisconsin
$492K 13,865 +24 +0.2%
GDP
185
Great Diamond Partners
Maine
$492K 13,848 +13,848 New
CAMV
186
Concord Asset Management (Virginia)
Virginia
$488K 13,752 +548 +4%
VFO
187
Virtus Family Office
Texas
$472K 13,289 +13,289 New
BSWM
188
Boston Standard Wealth Management
Massachusetts
$471K 13,264 +502 +4%
JFA
189
JNBA Financial Advisors
Minnesota
$470K 13,236 +376 +3%
WA
190
Wealth Alliance
New York
$464K 13,058 -105 -0.8%
SFS
191
Sowell Financial Services
Arkansas
$455K 12,819 +12,819 New
AWM
192
AE Wealth Management
Kansas
$455K 12,802 +546 +4%
TW
193
Towerpoint Wealth
California
$450K 12,655 +4,685 +59%
GWM
194
Grand Wealth Management
Michigan
$439K 12,355 +1,836 +17%
BFP
195
Brewster Financial Planning
New York
$437K 12,315 +6,180 +101%
PFA
196
Pathway Financial Advisors
Vermont
$436K 12,274 – –
BWP
197
BSW Wealth Partners
Colorado
$435K 12,243 +136 +1%
MGIA
198
Moneta Group Investment Advisors
Missouri
$432K 12,162 +12,162 New
FANJ
199
Financial Architects (New Jersey)
New Jersey
$430K 12,115 -648 -5%
FHA
200
First Horizon Advisors
Tennessee
$430K 12,100 +242 +2%
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8
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