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

55 hedge funds and large institutions have $68.3M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.29M
2
UBS Group
2
UBS Group
Switzerland
$1.07M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$900K
4
SB
4
Suntrust Banks
Georgia
$817K
5
SFS
5
Sowell Financial Services
Arkansas
$578K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.13M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$209K
3
RCS
3
Retirement Capital Strategies
California
$375K
4
MWM
4
Mascoma Wealth Management
New Hampshire
$0
5
MMA
5
Miracle Mile Advisors
California
$311K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587 – –
Creative Planning
2
Creative Planning
Kansas
$5.31M 198,879 +7,577 +4%
Goldman Sachs
3
Goldman Sachs
New York
$5.29M 198,065 +78,717 +66%
FT
4
Fiduciary Trust
Massachusetts
$2.56M 95,783 +7,521 +9%
AI
5
Accredited Investors
Minnesota
$1.94M 72,625 +5,389 +8%
B
6
Bailard
California
$1.88M 70,444 +3,447 +5%
PBT
7
Pictet Bank & Trust
Bahamas
$1.87M 70,000 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.44M 53,739 +16,383 +44%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.41M 52,791 +12,581 +31%
BlackRock
10
BlackRock
New York
$1.31M 48,879 +46 +0.1%
TRCT
11
Tower Research Capital (TRC)
New York
$1.13M 42,380 -12,411 -23%
UBS Group
12
UBS Group
Switzerland
$1.07M 40,180 +40,180 New
TAIM
13
TD Ameritrade Investment Management
Nebraska
$900K 33,701 +31,396 +1,362%
SB
14
Suntrust Banks
Georgia
$817K 30,617 +30,617 New
BC
15
Brinker Capital
Pennsylvania
$676K 25,319 +10,414 +70%
FTIOP
16
Fiduciary Trust International of Pennsylvania
Pennsylvania
$605K 22,652 +1,158 +5%
SFS
17
Sowell Financial Services
Arkansas
$578K 21,659 +21,659 New
GI
18
Gradient Investments
Minnesota
$463K 17,329 +5,704 +49%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$458K 17,168 +498 +3%
RWP
20
RWA Wealth Partners
Massachusetts
$429K 16,054 +16,054 New
EWA
21
EP Wealth Advisors
California
$402K 15,053 +7,048 +88%
BWM
22
Baystate Wealth Management
Massachusetts
$400K 14,975 +1,345 +10%
BEC
23
Blue Edge Capital
Virginia
$388K 14,526 +14,526 New
RCS
24
Retirement Capital Strategies
California
$375K 14,029 -2,961 -17%
MM
25
Main Management
California
$353K 13,231 -853 -6%
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