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

360 hedge funds and large institutions have $1.07B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
360
Holders Change
+4
Holders Change %
+1.12%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
46
Increased
155
Reduced
117
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.3M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$66.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.4M
4
MIS
4
Morningstar Investment Services
Illinois
$8.38M
5
Wells Fargo
5
Wells Fargo
California
$13.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.3M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$0
3
DF
3
Dunhill Financial
United Kingdom
$1.68M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$711K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
176
Mariner
Kansas
$554K 14,571 +3,187 +28%
SW
177
SVB Wealth
Massachusetts
$541K 14,244 -1,270 -8%
ECM
178
Evergreen Capital Management
Washington
$536K 14,089 +2,831 +25%
GDP
179
Great Diamond Partners
Maine
$533K 14,011 -85 -0.6%
AIP
180
Ameritas Investment Partners
Nebraska
$531K 13,958 -364 -3%
FCM
181
Fortis Capital Management
Washington
$530K 13,944 +492 +4%
CWP
182
Concord Wealth Partners
Virginia
$521K 13,713 -3,398 -20%
JFA
183
JNBA Financial Advisors
Minnesota
$515K 13,551 +21 +0.2%
OWM
184
Opes Wealth Management
California
$505K 13,289 +4,945 +59%
BAAM
185
Baker Avenue Asset Management
California
$497K 13,080 +7,554 +137%
HWMG
186
Hurlow Wealth Management Group
Indiana
$496K 13,040 +144 +1%
GWM
187
Grand Wealth Management
Michigan
$491K 12,910 +555 +4%
RIG
188
Ramiah Investment Group
Wisconsin
$489K 12,870 +296 +2%
T
189
TCWP
Ohio
$486K 12,792 -5,071 -28%
MOS
190
MGO One Seven
Ohio
$486K 12,792 +12,792 New
ML
191
Mayport LLC
Massachusetts
$477K 12,540 +12,540 New
CAG
192
Curtis Advisory Group
California
$475K 12,503 – –
BWP
193
BSW Wealth Partners
Colorado
$472K 12,408 -2,277 -16%
PFA
194
Pathway Financial Advisors
Vermont
$467K 12,274 – –
NP
195
NorthRock Partners
Minnesota
$463K 12,190 +12,190 New
CW
196
Cook Wealth
North Carolina
$457K 12,335 +654 +6%
OBWG
197
Onyx Bridge Wealth Group
New York
$451K 11,869 +5,200 +78%
FF
198
Friedenthal Financial
New Jersey
$449K 11,822 +297 +3%
AAS
199
Avantax Advisory Services
Texas
$444K 11,683 -6,397 -35%
VCS
200
Vaughan & Co Securities
New Jersey
$444K 11,673 – –
6 7
8
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