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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 %
BFA
201
Bragg Financial Advisors
North Carolina
$389K 9,983 – –
BBA
202
BLB&B Advisors
Pennsylvania
$383K 9,503 +778 +9%
AA
203
Aufman Associates
Pennsylvania
$382K 9,487 +9,487 New
AG
204
Ascent Group
Virginia
$381K 10,447 +10,447 New
BPA
205
Beacon Pointe Advisors
California
$375K 9,307 +9,307 New
Cerity Partners
206
Cerity Partners
New York
$374K 9,288 +9,288 New
ODIJL
207
One Day In July LLC
Vermont
$373K 9,250 +110 +1%
SWA
208
Sax Wealth Advisors
New Jersey
$369K 9,160 – –
GWA
209
GGM Wealth Advisors
Maryland
$368K 9,250 – –
BSB
210
Bangor Savings Bank
Maine
$365K 9,058 +679 +8%
FWM
211
Fingerlakes Wealth Management
New York
$356K 8,710 +8,710 New
UB
212
UMB Bank
Missouri
$348K 8,624 +8,624 New
Bank of New York Mellon
213
Bank of New York Mellon
New York
$347K 8,600 +2,920 +51%
MWM
214
Modera Wealth Management
New Jersey
$347K 8,607 +8,607 New
NA
215
NewEdge Advisors
Louisiana
$345K 8,562 +8,562 New
CAMV
216
Concord Asset Management (Virginia)
Virginia
$345K 8,546 +8,546 New
OWA
217
Opal Wealth Advisors
New York
$343K 8,504 +1,305 +18%
TA
218
Trellis Advisors
Washington
$343K 8,516 +2,327 +38%
FAAM
219
First Ascent Asset Management
Colorado
$340K 8,435 +8,435 New
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$327K 8,106 +52 +0.6%
OFG
221
Omega Financial Group
California
$325K 8,052 +2,732 +51%
DAS
222
Dynamic Advisor Solutions
Arizona
$323K 8,005 -3,223 -29%
SFO
223
Stokes Family Office
Louisiana
$317K 7,850 – –
CPIG
224
Chicago Partners Investment Group
Illinois
$315K 8,473 – –
EWA
225
ERTS Wealth Advisors
Michigan
$299K 7,404 +118 +2%
7 8
9
10 11