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

356 hedge funds and large institutions have $974M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 23 closing their positions.

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
131
Reduced
134
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$5.34M
2
EWA
2
EP Wealth Advisors
California
$5.28M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.66M
4
Franklin Resources
4
Franklin Resources
California
$4.75M
5
I
5
IMPACTfolio
Colorado
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.49M
3
PAS
3
Park Avenue Securities
New York
$3.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
201
Beacon Pointe Advisors
California
$408K 12,118 +1,102 +10%
Prudential Financial
202
Prudential Financial
New Jersey
$407K 12,099 -16,398 -58%
VCS
203
Vaughan & Co Securities
New Jersey
$393K 11,673 – –
FF
204
Friedenthal Financial
New Jersey
$388K 11,525 +11,525 New
Mariner
205
Mariner
Kansas
$383K 11,384 +1,843 +19%
ECM
206
Evergreen Capital Management
Washington
$380K 11,258 -835 -7%
MFA
207
McClarren Financial Advisors
Pennsylvania
$377K 11,225 +7,669 +216%
WFA
208
Wade Financial Advisory
California
$375K 11,140 +2,800 +34%
RP
209
Riverwater Partners
Wisconsin
$369K 10,977 -2,888 -21%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$369K 10,952 -20,728 -65%
CW
211
Cook Wealth
North Carolina
$366K 11,681 +4,966 +74%
BSB
212
Bangor Savings Bank
Maine
$362K 10,768 – –
CCM
213
Coldstream Capital Management
Washington
$361K 10,735 – –
Bank of New York Mellon
214
Bank of New York Mellon
New York
$356K 10,571 -8,710 -45%
MAG
215
Mokosak Advisory Group
Iowa
$350K 10,401 -1 -0%
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
$345K 10,264 +150 +1%
APW
217
Austin Private Wealth
Texas
$344K 10,234 -6,278 -38%
PAG
218
Private Advisor Group
New Jersey
$344K 10,208 -1,339 -12%
SWA
219
Sax Wealth Advisors
New Jersey
$342K 10,159 – –
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$340K 10,059 -9,998 -50%
CFGS
221
Concourse Financial Group Securities
Alabama
$336K 9,957 +459 +5%
SWPG
222
Strategic Wealth Partners Group
Illinois
$329K 9,735 +276 +3%
EWA
223
ERTS Wealth Advisors
Michigan
$326K 9,680 +4 +0%
B
224
Bridgeworth
Alabama
$314K 9,321 -1,039 -10%
T
225
TrueFG
Texas
$312K 9,283 – –
7 8
9
10 11