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

321 hedge funds and large institutions have $871M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-11
Holders Change %
-3.31%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
155
Reduced
103
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.8M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.67M
4
M&T Bank
4
M&T Bank
New York
$20.2M
5
Creative Planning
5
Creative Planning
Kansas
$33.4M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.03M
2
AWA
2
Aaron Wealth Advisors
Illinois
$431K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M
5
Truist Financial
5
Truist Financial
North Carolina
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$135M 4,290,654 -376,104 -8%
Goldman Sachs
2
Goldman Sachs
New York
$69.8M 2,216,922 +167,116 +8%
Northern Trust
3
Northern Trust
Illinois
$51.8M 1,644,250 -3,979 -0.2%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$50.7M 1,608,460 +88,740 +6%
Creative Planning
5
Creative Planning
Kansas
$33.4M 1,059,654 +98,488 +10%
TF
6
TIAA FSB
Florida
$26.5M 840,019 +753,760 +874%
FT
7
Fiduciary Trust
Massachusetts
$25.5M 810,879 -28,654 -3%
Vontobel Holding
8
Vontobel Holding
Switzerland
$22.5M 715,000 – –
CFG
9
Citizens Financial Group
Rhode Island
$21.2M 672,782 +7,899 +1%
M&T Bank
10
M&T Bank
New York
$20.2M 647,421 +146,924 +29%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.9M 600,273 -166,185 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.5M 426,748 -52,700 -11%
Bank of America
13
Bank of America
North Carolina
$13.1M 416,464 -1,674 -0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.3M 359,383 +30,253 +9%
AI
15
Accredited Investors
Minnesota
$9.34M 296,507 +23,412 +9%
AA
16
Acorns Advisers
California
$9.13M 289,769 +42,423 +17%
UBS Group
17
UBS Group
Switzerland
$8.66M 275,055 -29,203 -10%
LPL Financial
18
LPL Financial
California
$8.07M 256,285 -76,660 -23%
SEI Investments
19
SEI Investments
Pennsylvania
$8.06M 256,060 +22,363 +10%
PAS
20
Park Avenue Securities
New York
$7.97M 253,075 -3,119 -1%
Ameriprise
21
Ameriprise
Minnesota
$7.62M 243,187 -7,352 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.28M 231,172 -101,580 -31%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$7.13M 226,268 +27,315 +14%
5L
24
55I LLC
Massachusetts
$6.85M 217,505 +49,664 +30%
SHGA
25
Sand Hill Global Advisors
California
$6.66M 211,440 +27,492 +15%
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