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

22 hedge funds and large institutions have $7.47M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.6M
2
B
2
Bailard
California
$1.08M
3
Goldman Sachs
3
Goldman Sachs
New York
$890K
4
TAM
4
Trillium Asset Management
Massachusetts
$374K
5
BC
5
Brinker Capital
Pennsylvania
$355K

Top Sellers

1
BlackRock
1
BlackRock
New York
$680K
2
CTA
2
Chesley Taft & Associates
Illinois
$0
3
EA
3
Elm Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
1
Tower Research Capital (TRC)
New York
$1.6M 70,715 +60,586 +598%
B
2
Bailard
California
$1.08M 47,666 +47,666 New
Goldman Sachs
3
Goldman Sachs
New York
$890K 39,273 +39,273 New
BlackRock
4
BlackRock
New York
$680K 30,000 -95,000 -76%
AI
5
Accredited Investors
Minnesota
$401K 17,705 +1,285 +8%
TAM
6
Trillium Asset Management
Massachusetts
$374K 16,500 +16,500 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$373K 16,472 +7,887 +92%
RCS
8
Retirement Capital Strategies
California
$361K 15,926 +8,281 +108%
BC
9
Brinker Capital
Pennsylvania
$355K 15,645 +15,645 New
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$279K 12,332 +12,332 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$255K 11,260 +2,463 +28%
PCA
12
Personal Capital Advisors
California
$247K 10,901 +55 +0.5%
GI
13
Gradient Investments
Minnesota
$150K 6,627 +6,627 New
MM
14
Main Management
California
$136K 6,000 +6,000 New
Bank of America
15
Bank of America
North Carolina
$96K 4,274 +3,174 +289%
IFAM
16
Institutional & Family Asset Management
Colorado
$64K 2,827 +2,827 New
ADL
17
Asset Dedication LLC
California
$49K 2,117 +1,545 +270%
LGWM
18
Litman Gregory Wealth Management
California
$24K 1,057 +1,057 New
UBS Group
19
UBS Group
Switzerland
$17K 754 +754 New
TFO
20
Tarbox Family Office
California
$17K 770 +770 New
TAIM
21
TD Ameritrade Investment Management
Nebraska
$15K 671 +671 New
AIC
22
Ameritas Investment Company
Nebraska
$7K 301 +301 New
CTA
23
Chesley Taft & Associates
Illinois
– – -17,000 Closed
EA
24
Elm Advisors
California
– – -1,820 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –