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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
LGWM
3
Litman Gregory Wealth Management
California
$5.39M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.81M
5
EWA
5
EP Wealth Advisors
California
$5.42M

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 %
ECM
201
Evergreen Capital Management
Washington
$430K 12,093 -15 -0.1%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$430K 12,092 +709 +6%
BBA
203
BLB&B Advisors
Pennsylvania
$424K 11,923 +2,813 +31%
HWMG
204
Hurlow Wealth Management Group
Indiana
$417K 11,729 +60 +0.5%
VCS
205
Vaughan & Co Securities
New Jersey
$415K 11,673 – –
TFO
206
Tarbox Family Office
California
$414K 11,667 +14 +0.1%
RIG
207
Ramiah Investment Group
Wisconsin
$412K 11,593 +1,292 +13%
PAG
208
Private Advisor Group
New Jersey
$410K 11,547 -45,369 -80%
BF
209
Brooklyn FI
New York
$402K 11,327 -6,602 -37%
CA
210
Cetera Advisors
Colorado
$401K 11,299 +796 +8%
TRCT
211
Tower Research Capital (TRC)
New York
$392K 11,024 -13,151 -54%
BPA
212
Beacon Pointe Advisors
California
$391K 11,016 -16,636 -60%
FCM
213
Fortis Capital Management
Washington
$390K 10,976 -1,219 -10%
RIA
214
Regal Investment Advisors
Michigan
$385K 10,847 +238 +2%
BSB
215
Bangor Savings Bank
Maine
$382K 10,768 -439 -4%
CCM
216
Coldstream Capital Management
Washington
$381K 10,735 – –
WIA
217
World Investment Advisors
California
$377K 10,621 -432 -4%
OIA
218
OneDigital Investment Advisors
Kansas
$376K 10,590 +1,107 +12%
MAG
219
Mokosak Advisory Group
Iowa
$370K 10,402 +33 +0.3%
B
220
Bridgeworth
Alabama
$368K 10,360 +1,834 +22%
SWA
221
Sax Wealth Advisors
New Jersey
$361K 10,159 – –
BOPW
222
Brandywine Oak Private Wealth
Pennsylvania
$359K 10,114 +1,524 +18%
OWA
223
Opal Wealth Advisors
New York
$356K 10,019 +140 +1%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$356K 10,012 -611 -6%
EWA
225
ERTS Wealth Advisors
Michigan
$344K 9,676 +387 +4%
7 8
9
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