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

82 hedge funds and large institutions have $109M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+27
Holders Change %
+49.09%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
34
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.37M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$6.28M
4
FT
4
Fiduciary Trust
Massachusetts
$6.75M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.19M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
BC
2
Brinker Capital
Pennsylvania
$622K
3
MM
3
Main Management
California
$317K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$212K
5
PCA
5
Personal Capital Advisors
California
$317K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$32.6M 807,587 – –
Goldman Sachs
2
Goldman Sachs
New York
$10.9M 378,626 +180,561 +91%
Creative Planning
3
Creative Planning
Kansas
$7.56M 261,242 +62,363 +31%
FT
4
Fiduciary Trust
Massachusetts
$6.75M 233,216 +137,433 +143%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.37M 220,243 +220,243 New
UBS Group
6
UBS Group
Switzerland
$6.28M 217,083 +176,903 +440%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.19M 179,451 +125,712 +234%
B
8
Bailard
California
$2.46M 84,915 +14,471 +21%
AI
9
Accredited Investors
Minnesota
$2.15M 74,443 +1,818 +3%
PBT
10
Pictet Bank & Trust
Bahamas
$2.03M 70,000 – –
SA
11
Stewardship Advisors
Pennsylvania
$1.85M 64,014 +64,014 New
TRCT
12
Tower Research Capital (TRC)
New York
$1.67M 57,891 +15,511 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.64M 56,727 +3,936 +7%
Jane Street
14
Jane Street
New York
$1.61M 55,684 +55,684 New
BlackRock
15
BlackRock
New York
$1.42M 48,950 +71 +0.1%
RWP
16
RWA Wealth Partners
Massachusetts
$1.29M 44,498 +28,444 +177%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$1.14M 39,386 +5,685 +17%
Truist Financial
18
Truist Financial
North Carolina
$944K 32,655 +32,655 New
MMA
19
Miracle Mile Advisors
California
$833K 28,815 +17,155 +147%
BEC
20
Blue Edge Capital
Virginia
$809K 27,967 +13,441 +93%
EOJOAM
21
E. Ohman J:or Asset Management
Sweden
$685K 23,700 +23,700 New
SFS
22
Sowell Financial Services
Arkansas
$645K 22,299 +640 +3%
BC
23
Brinker Capital
Pennsylvania
$622K 21,495 -3,824 -15%
GI
24
Gradient Investments
Minnesota
$603K 20,845 +3,516 +20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$583K 20,193 +3,025 +18%
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