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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 %
NYLIM
201
New York Life Investment Management
New York
$437K 11,501 +2,528 +28%
OWA
202
One Wealth Advisors
California
$436K 11,483 -27,735 -71%
MFA
203
McClarren Financial Advisors
Pennsylvania
$432K 11,370 +145 +1%
RWP
204
RWA Wealth Partners
Massachusetts
$431K 11,335 +11,335 New
BSWM
205
Boston Standard Wealth Management
Massachusetts
$426K 12,655 – –
WFA
206
Wade Financial Advisory
California
$424K 11,161 +21 +0.2%
PAG
207
Private Advisor Group
New Jersey
$416K 10,938 +730 +7%
SFA
208
Sequoia Financial Advisors
Ohio
$415K 10,921 +10,921 New
CCM
209
Coldstream Capital Management
Washington
$408K 10,735 – –
MAG
210
Mokosak Advisory Group
Iowa
$405K 10,663 +262 +3%
BPA
211
Beacon Pointe Advisors
California
$401K 10,560 -1,558 -13%
RP
212
Riverwater Partners
Wisconsin
$394K 10,361 -616 -6%
BBA
213
BLB&B Advisors
Pennsylvania
$390K 10,266 +1,570 +18%
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$385K 10,139 -125 -1%
SWA
215
Sax Wealth Advisors
New Jersey
$380K 10,009 -150 -1%
BSB
216
Bangor Savings Bank
Maine
$379K 9,969 -799 -7%
EWA
217
ERTS Wealth Advisors
Michigan
$378K 9,950 +270 +3%
CAMV
218
Concord Asset Management (Virginia)
Virginia
$375K 9,867 -3,589 -27%
SWPG
219
Strategic Wealth Partners Group
Illinois
$372K 9,774 +39 +0.4%
DI
220
DFPG Investments
Utah
$364K 9,881 -2,902 -23%
T
221
TrueFG
Texas
$361K 9,500 +217 +2%
ST
222
Spinnaker Trust
Maine
$361K 9,492 +228 +2%
SAI
223
Savvy Advisors Inc
New York
$357K 9,387 +9,387 New
BFP
224
Brewster Financial Planning
New York
$356K 9,354 -2,961 -24%
B
225
Bridgeworth
Alabama
$354K 9,321 – –
7 8
9
10 11