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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 %
SCA
201
Snowden Capital Advisors
New York
$401K 12,186 -4,427 -27%
AA
202
Aufman Associates
Pennsylvania
$400K 12,179 +1,695 +16%
CAMV
203
Concord Asset Management (Virginia)
Virginia
$400K 12,159 -352 -3%
AT
204
American Trust
Kentucky
$396K 13,320 +364 +3%
BWP
205
BSW Wealth Partners
Colorado
$394K 11,997 -31,733 -73%
UB
206
UMB Bank
Missouri
$386K 11,732 +3,108 +36%
VCS
207
Vaughan & Co Securities
New Jersey
$384K 11,673 – –
HWMG
208
Hurlow Wealth Management Group
Indiana
$384K 11,669 +1,937 +20%
OPS
209
Orion Portfolio Solutions
Nebraska
$382K 11,611 -1,125 -9%
TFO
210
Tarbox Family Office
California
$381K 11,595 +780 +7%
FCM
211
Fortis Capital Management
Washington
$380K 11,564 +1,631 +16%
NYLIM
212
New York Life Investment Management
New York
$380K 11,551 -3,593 -24%
BPA
213
Beacon Pointe Advisors
California
$379K 11,521 -6,016 -34%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$368K 11,195 -199 -2%
MFA
215
McClarren Financial Advisors
Pennsylvania
$365K 11,122 -1,139 -9%
SFS
216
Sowell Financial Services
Arkansas
$364K 11,058 +11,058 New
MPW
217
MA Private Wealth
California
$360K 10,955 +2,958 +37%
CCM
218
Coldstream Capital Management
Washington
$356K 10,827 +10,827 New
HPM
219
Hoxton Planning & Management
West Virginia
$351K 10,684 +10,684 New
GWM
220
Grand Wealth Management
Michigan
$350K 10,640 -1,361 -11%
BSB
221
Bangor Savings Bank
Maine
$347K 10,565 – –
MAG
222
Mokosak Advisory Group
Iowa
$344K 10,452 -271 -3%
SWA
223
Sax Wealth Advisors
New Jersey
$334K 10,159 – –
Mariner
224
Mariner
Kansas
$334K 10,171 +898 +10%
SB
225
Strategic Blueprint
Georgia
$332K 10,110 -2,808 -22%
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